Last updated March 2026
Styra Wealth Management LLC ("SWM") is a registered investment adviser in the State of Arizona. The firm may only transact business in other states where it is registered, notice-filed, or where an applicable exemption from registration exists. Registration does not imply a certain level of skill or training.
This website is limited to the dissemination of general information pertaining to investment advisory services. Any subsequent, direct communication by SWM with a prospective client will be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Nothing on this website should be construed as a solicitation to provide advisory services in any jurisdiction where SWM is not appropriately registered, excluded, or exempt from registration. Any follow-up or individualized responses that involve rendering personalized investment advice for compensation will not be made without compliance with jurisdictional registration requirements or applicable exemptions.
Styra Wealth Management LLC is a fee-only registered investment adviser. The firm receives compensation solely from clients in the form of advisory fees. The firm does not receive commissions, referral fees, insurance premiums, or any other form of compensation contingent on the purchase or sale of any financial product.
The information on this website is provided for educational and informational purposes only. It does not constitute investment advice, financial planning advice, tax advice, or legal advice, and should not be relied upon as such. No information on this site should be construed as an offer to sell or a solicitation to purchase any security or investment advisory service.
All written content on this site reflects the opinions of SWM unless otherwise cited. Information is believed to be accurate from reliable sources, but no representation is made as to its accuracy or completeness. Content should not be construed as tax, legal, or accounting advice. Please consult a qualified professional regarding your specific situation.
Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. No guarantees are offered that any investment strategy will achieve its objectives or that any recommendations made will be profitable. All investments are subject to market volatility and may not perform as expected.
Nothing on this website creates an adviser-client relationship.
The information provided on this site is offered "as is" without warranties of any kind, either express or implied, including but not limited to merchantability, non-infringement, or fitness for a particular purpose. Your use of this site and its information is at your sole risk. SWM shall not be liable for any direct or indirect damages arising from use of the site or reliance on the information provided.
Styra Wealth Management LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We place the highest value on the information you share with us and want you to understand what information we collect, how we use it, and how we protect it.
We collect nonpublic personal information about clients from the following sources:
We do not disclose nonpublic personal information about current or former clients to nonaffiliated third parties, except as permitted by law. Permitted disclosures include:
We will not sell your personal information. No contact information, including phone numbers and email addresses, will be shared with third parties or affiliates for marketing or promotional purposes.
No mobile information, including phone numbers and consent, will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. We restrict access to client information to those who need it to carry out their business functions. Arrangements with companies or independent contractors not affiliated with SWM are subject to confidentiality agreements.
In the event of unauthorized access to or use of your personal information, SWM will notify you as soon as practicable and no later than 30 days after discovering the breach, as required by SEC Regulation S-P.
In the event that SWM changes its client privacy policy in a way that would allow disclosure of nonpublic personal information not covered under applicable law, SWM will provide clients the opportunity to opt out of such disclosure. This privacy notice is provided to all clients at the outset of the advisory relationship and is available at any time upon request.
Styra Wealth Management LLC's current Form ADV Part 2A (Firm Brochure) is available upon request at no charge. You may also access our public disclosure record through the Investment Adviser Public Disclosure website maintained by the SEC.
Social Media Disclosure
Content published on SWM's social media accounts (including LinkedIn, Instagram, Facebook, and YouTube) is for educational and informational purposes only and does not constitute investment advice, tax advice, or a solicitation to buy or sell any security.
Any opinions expressed are those of SWM and are subject to change without notice. Social media content should not be considered a substitute for individualized professional advice.