VV
Vyoma Vipul Patel
CRD 5732264
Firms
| Firm | Role | As of |
|---|---|---|
| Strata Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Strata Wealth Advisors, Llc
Chief Compliance Officer And Director Of Operations · Less than 5% · Dec 2024
-
Strata Wealth Advisors, Llc
Co Trustee · GP / trustee / elected manager · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗