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firm profile

Statera Wealth Management

RIA St George, UT CRD 333710 Last verified October 2026

Overview

Statera Wealth Management is an SEC registered investment adviser based in St George, UT, registered since 2025. It reports $185M in assets under management across 672 accounts, with 8 employees. It has 5 investment adviser representatives.

Reported AUM
$185M
Discretionary
100%
Accounts
672
Average account
$275K
Employees
8
Advisory reps
5
Registered since
2025
Jurisdictions
2

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Selection of Other Advisors
Client types
  • High Net Worth Individuals
  • Individuals
Fee structure
Hourly Charges and Percentage of Assets

Executive officers 2 of 2

Advisory reps 3 of 5

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters
912 W 1600 S Ste B201
St George, UT 84770
County
Washington
Metro area
St. George, UT
Region
West

Registrations

Every state, with registration dates

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