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Co-Trustee · Strata Wealth Advisors, LLC

Brandon K. Cumba

CRD 6147073 · Named on Form ADV at one SEC-registered adviser

At a glance

Strata Wealth Advisors, LLC, an SEC-registered wealth manager based in Dallas, TX with $886 million in regulatory assets, lists Brandon K. Cumba on its Form ADV as Co-Trustee, a control person.

Firms and roles

AtlasMembers

Brandon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kenneth R. PainterChief Executive Officer, Strata Wealth Advisors, LLC
  • Vyoma V. PatelChief Compliance Officer and Director of Operations, Strata Wealth Advisors, LLC
  • Dusty D. WallacePresident and Director of Financial Planning, Strata Wealth Advisors, LLC
  • Mark W. WhidbyChief Investment Officer, Strata Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brandon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.