Vyoma Patel
Vyoma Patel is a registered investment advisor at Strata Wealth Advisors, LLC, based in Murphy, TX, with 14 years of industry experience. Vyoma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 227 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard fee ranges from 0.30% to 1.25% based on assets under management. Comprehensive advisory clients are subject to annual minimum fees of $3,000 or $15,000 depending on the service model. Fees are negotiable.
Fee Estimator
Location
Murphy, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vyoma is a trustee for a rental home owned by a revocable living trust and owns 5% of Strata through Omshantiom, LLC. She is also an independent insurance agent assisting clients with insurance-related questions and selling life, disability, and long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Strata Wealth Advisors, LLC
Previous Registrations
Mutual Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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