Overview
Assets Under Management: $495 million
Headquarters: WOBURN, MA
High-Net-Worth Clients: 182
Average Client Assets: $2 million
Frequently Asked Questions
ALTA WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #293675), ALTA WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
ALTA WEALTH ADVISORS LLC is headquartered in WOBURN, MA.
ALTA WEALTH ADVISORS LLC serves 182 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, ALTA WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ALTA WEALTH ADVISORS LLC manages $495 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, ALTA WEALTH ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 182
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.14
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,203
Discretionary Accounts: 1,200
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 293675
Last Filing Date: 2025-02-26 00:00:00
Website: https://altawealthadvisors.com