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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STATERA WEALTH MANAGEMENT

REACH WEALTH MANAGEMENT LLC, CRD 333710

ST. GEORGE, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ef1aa3f4-5eb4-cf64-db35-431f32784463

Data as of May 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2025 to May 5, 2026
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $185MItem 5.F on the latest filing (2026-05-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $185M
Private client RAUM: $185MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $36.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 672
Individual clients: 177
High net worth clients: 53
SEC number: 801-131955
CRD: 333710
Filings on the tape: 5
First filed: Feb 13, 2025
Latest filed: May 5, 2026
Organised: Limited Liability Company, UT
Website: staterawealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID ORSON HARRIS	Chartered Financial Consultant	ST. GEORGE, UT	1	16	2	no
ANTHONY JAMES CHRISTENSEN	Certified Financial Planner\|Chartered Financial Consultant	ST. GEORGE, UT	1	16	2	no
JORDAN MICHAEL LINDSAY	n/a	ST. GEORGE, UT	1	16	2	no
CAMERON LEON BLAKE	n/a	ST. GEORGE, UT	1	17	2	no
Daniel Kenneth Barnowsky	n/a	ST. GEORGE, UT	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHRISTENSEN, ANTHONY, JAMES	FOUNDING PARTNER/CCO	Na	yes	01/2025	May 5, 2026	May 5, 2026
HARRIS, DAVID, ORSON	FOUNDING PARTNER	Na	yes	01/2025	May 5, 2026	May 5, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$185M	$185M	8	4	0	n/a	n/a
2024	Feb 13, 2025	$0	$0	4	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$185M	$0	n/a	n/a	n/a	8	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TREK FINANCIAL	3	May 20, 2025	Feb 25, 2025	ST GEORGE, UT	Team lift out	RIA to new firm	5.0%

Relationships

Controls (2)

← HARRIS, DAVID, ORSONOwnerFOUNDING PARTNER, ownership code NA, individual
May 5, 2026 to presentfactForm ADV
← CHRISTENSEN, ANTHONY, JAMESOwnerFOUNDING PARTNER/CCO, ownership code NA, individual
May 5, 2026 to presentfactForm ADV

Registered with (5)

← Daniel Kenneth BarnowskyAdvisorregistration: current employment
Feb 27, 2026 to presentfactForm ADV
← DAVID ORSON HARRISAdvisorregistration: current employment
Feb 25, 2025 to presentfactForm ADV
← ANTHONY JAMES CHRISTENSENAdvisorregistration: current employment
Feb 25, 2025 to presentfactForm ADV
← JORDAN MICHAEL LINDSAYAdvisorregistration: current employment
Feb 25, 2025 to presentfactForm ADV
← CAMERON LEON BLAKEAdvisorregistration: current employment
Feb 25, 2025 to presentfactForm ADV

Moved with (1)

← TREK FINANCIALRegistered adviser4 advisors, team lift out, same day
May 20, 2025 to Feb 25, 2025factForm ADV

Dated events

Occurred
May 20, 2025
Team lift-out
4 advisors left Trek Financial (ST George, UT) for Statera Wealth Management on the same day
Form ADVobserved 4 days ago
4 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef1aa3f4-5eb4-cf64-db35-431f32784463
First observed: Feb 13, 2025
Last observed: May 5, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STATERA WEALTH MANAGEMENT

REACH WEALTH MANAGEMENT LLC, CRD 333710

ST. GEORGE, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ef1aa3f4-5eb4-cf64-db35-431f32784463

Data as of May 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID ORSON HARRIS

Chartered Financial Consultant

ST. GEORGE, UT

ANTHONY JAMES CHRISTENSEN

Certified Financial Planner|Chartered Financial Consultant

ST. GEORGE, UT

JORDAN MICHAEL LINDSAY

n/a

ST. GEORGE, UT

CAMERON LEON BLAKE

n/a

ST. GEORGE, UT

Daniel Kenneth Barnowsky

n/a

ST. GEORGE, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHRISTENSEN, ANTHONY, JAMES

FOUNDING PARTNER/CCO

yes

01/2025

May 5, 2026

HARRIS, DAVID, ORSON

FOUNDING PARTNER

yes

01/2025

May 5, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$185M

n/a

2024

Feb 13, 2025

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$185M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TREK FINANCIAL

May 20, 2025

Feb 25, 2025

ST GEORGE, UT

Team lift out

RIA to new firm

5.0%