Stride Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stride Wealth is an SEC-registered investment adviser with no active registered advisors and no assets under management. The firm offers portfolio management to individuals, families, trusts, small businesses and other institutional clients and also provides financial planning services covering investment management, retirement planning, estate and tax considerations, and cash‑flow analysis.
The firm uses internally developed model portfolios as a framework and applies fundamental, quantitative, qualitative, top‑down and bottom‑up analysis when tailoring allocations to client objectives, offering both discretionary and non‑discretionary management. Stride Wealth also prepares investment policy statements, uses data‑aggregation tools to view outside accounts, and states it acts as a fiduciary for retirement accounts.
Notably, Stride Wealth’s combination of individualized portfolio management and formal financial planning is uncommon for firms with no active registered advisors. The firm does not sponsor or manage private funds or pooled investment vehicles, and its principal maintains significant outside professional activities, including consulting and small real estate development, which may be relevant to capacity and oversight.
Client services
Expertise
Fee options
Up to 1.50% annually, negotiable based on portfolio size and individual client circumstances
Main office
21296 East Superstition Dr., Ste 202
Queen Creek AZ 85142
Advisors at this office
1
Most active in
Arizona
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
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