firm profile
Statera Wealth Management
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
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- Anthony James Christensen Founding Partner, CCO CRD 5709608
- David Orson Harris Founding Partner CRD 5604929
Advisory reps 3 of 5
- Daniel Kenneth Barnowsky Investment Adviser Rep CRD 8213467
- Cameron Leon Blake Insurance Agent · Investment Adviser Rep CRD 7035992
- Anthony J Christensen Insurance Agent · Investment Adviser Rep CRD 5709608
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
- SEC registered
- Registered in 2 jurisdictions
- Website: staterawealth.com
Every state, with registration dates
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