Statera Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Statera Wealth Management provides discretionary asset management and financial planning services to individual clients, high‑net‑worth individuals, and trusts or estates. The firm manages client portfolios directly and also offers standalone planning and consulting engagements, with the ability for clients to impose investment restrictions documented in their files.
The firm tailors strategies to each client’s stated objectives using a mix of methods—including fundamental and technical analysis, charting, and modern portfolio theory—and documents client profiles to guide portfolio construction and rebalancing. Statera generally operates with discretionary trading authority, performs account reviews at least annually (more often as needed), and uses an institutional custodial and trading platform to aggregate and execute client trades.
Noteworthy features include its corporate ownership structure (joint ownership between two holding entities) and that the advisory registration is recent relative to the firm’s founding, which may affect legacy client relationships and operational history. Statera also commonly hires third‑party sub‑advisors and maintains affiliated insurance agents who may offer insurance products (a disclosed conflict of interest), and the firm does not vote client proxies—clients receive and retain responsibility for proxy voting.
Client services
Expertise
Fee options
Initial fixed fee plus ongoing quarterly fixed fee for complex financial consulting (amount varies by complexity)
$0 - $249,999: 1.65% $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.20% $1,000,000 - $2,499,999: 0.95% $2,500,000 - $4,999,999: 0.80% $5,000,000 - $9,999,999: 0.70% $10,000,000+: 0.50%
$300 per hour
Ongoing quarterly fixed fee for complex financial consulting (amount varies by complexity)
Main office
912 W. 1600 S., St. B201
St. George UT 84770
Advisors at this office
5
Most active in
Texas · Utah
Also doing business as
Reach Wealth Management LLC · Statera Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
David H
ChFC®, Series 66
St. George, UT
Statera Wealth Management
David Harris is a ChFC® and Series 66-registered advisor at Statera Wealth Management with 16 years of industry experience. He has worked at firms including Trek Financial, World Equity Group, and Mass Mutual Investors Services. In addition to his advisory role, Harris is licensed to sell insurance products through Statera Financial LLC. Statera Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and estates. The firm employs a variety of investment methods tailored to client objectives and generally operates with discretionary trading authority.
Anthony C
CFP®, ChFC®, Series 63, Series 65
St. George, UT
Statera Wealth Management
Anthony Christensen is a CFP® and ChFC® with 16 years of experience in financial services. He is currently with Statera Wealth Management, where he has worked since 2025, having previously held roles at Purshe Kaplan Sterling Investments, Trek Financial, World Equity Group, and Mass Mutual Investors Services. Christensen is also an owner and insurance agent at Statera Financial LLC. Statera Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts or estates, utilizing a variety of investment methods tailored to each client’s objectives and generally operating with discretionary trading authority.
Jordan L
Series 63, Series 65
St. George, UT
Statera Wealth Management
Jordan Lindsay is a financial advisor at Statera Wealth Management in St. George, UT, with 10 years of industry experience. He has held roles at Trek Financial and Wells Fargo and holds Series 63 and Series 65 licenses. Outside of advising, Lindsay co-owns a soda shop franchise in Cedar City, UT. Statera Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm customizes strategies based on fundamental and technical analysis and generally operates with discretionary trading authority while offering flexible planning and consulting options.
Daniel B
Series 65
St. George, UT
Statera Wealth Management
Daniel Barnowsky is a financial advisor at Statera Wealth Management in St. George, UT, holding a Series 65 designation. He has been with Statera Wealth Management since 2026 and has prior experience at GlitchBusters LLC and Walmart. Statera Wealth Management is a small team of four advisors managing approximately $145 million for around 205 clients. The firm provides discretionary asset management and financial planning services to individuals, high net worth individuals, trusts, and estates, using a blend of fundamental, technical, charting, and modern portfolio theory approaches.
Cameron B
Series 63, Series 65
St. George, UT
Statera Wealth Management
Cameron Blake is a financial advisor at Statera Wealth Management with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Trek Financial and Wells Fargo. In addition to his advisory role, he is also licensed as an insurance agent. Statera Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts or estates, tailoring strategies through multiple analysis methods and offering clients the ability to impose investment restrictions.
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