Strateon Intelligent Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strateon Intelligent Wealth provides financial planning and investment advice to individuals, couples, families, and related trusts and estates through modular and comprehensive planning engagements. The firm offers project-based and ongoing planning, periodic investment advice, educational workshops, and a subscriber newsletter as part of its advice-only services.
The firm operates an advice-only model and does not custody or manage client assets or provide portfolio management for individuals, nor does it charge percentage‑of‑AUM fees; clients retain implementation control or custody with third‑party custodians. Investment recommendations typically emphasize diversified vehicles (mutual funds, ETFs, equities, bonds) and passive allocation principles, with monitoring conducted through connected financial planning software and periodic reviews.
Noteworthy for a solo independent adviser, the firm maintains a very small client base and publishes newsletters and runs educational seminars, services that are uncommon among peers. It also offers a distinct, non‑advisory digital asset consulting service focused on technical training and self‑custody (and will not request private keys), accepts select cryptocurrency payments for some planning fees, and is affiliated with an advice‑only professional association.
Client services
Occupation focus
Demographic focus
Fee options
Comprehensive Financial Planning offered as a 6-month engagement with flat-rate fee based on complexity and hourly rate of $300; Project-Based Financial Planning offered with fixed flat-rate fees based on complexity and projected hours
Hourly financial planning services at $300 per hour with a minimum of one hour; additional time billed in increments of $30 (1/10th of hourly rate)
Fee-only: Financial planning services offered with fixed fees or hourly fees; no asset-based fees
Main office
Simi Valley CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Escient Financial LLC · Strateon Intelligent Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
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