ALTRUVISTA LLC

AltruVista LLC 3555 Timmons Lane, Suite 915 Houston, TX 77027 (713) 581-2440 October 27, 2025 ADV Part 2A Brochure This Brochure provides information about the qualifications and business practices of AltruVista LLC. If you have any questions about the contents of this Brochure, please contact us at admin@altruvistawealth.com. The information in this brochure Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. AltruVista LLC is a registered investment adviser. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Additional information about AltruVista LLC also is available on the SEC's website at www.adviserinfo.sec.gov. 1  Item 2 Material Changes Form ADV Part 2 requires registered investment advisers to amend their brochure when information becomes materially inaccurate. If there are any material changes to an adviser's disclosure brochure, the adviser is required to notify you and provide you with a description of the material changes. Since the filing of our last other-than-annual amendment, dated August 1, 2025, we have the following material change to report: • Disclosure of Valmark Securities has been added to Item 10. 2  Item 3 Table Of Contents Item 1 Cover Page Item 2 Material Changes Item 3 Table Of Contents Item 4 Advisory Business Item 5 Fees and Compensation Item 6 Performance/Side By Side Management Fees Item 7 Types of Clients Item 8 Methods of Analysis, Investment Strategies and Risk of Loss Item 9 Disciplinary Information Item 10 Other Financial Industry Activities and Affiliations Item 11 Code of Ethics Item 12 Brokerage Practices Item 13 Review of Client Accounts Item 14 Client Referrals and other Compensation Item 15 Custody Item 16 Investment Discretion Item 17 Voting Client Securities Item 18 Financial Information Item 19 Requirements for State-Registered Advisers Page 1 Page 2 Page 3 Page 4 Page 4 Page 5 Page 5 Page 6 Page 6 Page 6 Page 7 Page 7 Page 8 Page 8 Page 8 Page 8 Page 8 Page 9 Page 9 3  Item 4 Advisory Business Description of Firm AltruVista LLC is a registered investment adviser primarily based in Houston, TX. We are organized as a limited liability company ("LLC") under the laws of the State of Texas. We have been providing investment advisory services since 8/17/2009. We are primarily owned by Ali Nasser. The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "we," "our," and "us" refer to AltruVista LLC and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm. In providing account management services, we do not accept client restrictions on the specific securities or the types of securities that may be held in your account. Types of Advisory Services As a solicitor, we refer potential clients to an unaffiliated registered investment advisers. We will not provide any investment advisory services to the client. The unaffiliated registered investment advisers are responsible for individual client suitability and portfolio management on an initial and ongoing basis. Clients should review the most recent relevant brochures and disclosure documents for each unaffiliated registered investment adviser that their applicable programs and the compensation to be paid by you and what portion of the compensation is received by us for our solicitation services and the association between our Firm and the unaffiliated registered investment advisers. In no event shall AltruVista LLC participate in the management of client accounts or render investment advice to clients on behalf of the third party investment adviser. Clients are under no obligation to utilize the services of the advisor to whom they are referred. Clients will sign an investment advisory agreement with the unaffiliated registered investment adviser. Clients may impose restrictions on investing in certain securities in accordance with the provisions of their agreement. Unaffiliated advisory firms for which we act as a solicitor include, but are not limited to: • Sequoia Financial Advisors, LLC ("Sequoia Financial") (CRD # 304388) Assets Under Management AltruVista LLC operates as a solicitor and does not have investment advisory clients; therefore, there are no assets under management at our Firm. Item 5 Fees and Compensation Solicitor Fee The fees payable to us for these referral services depend upon the fee arrangement between our Firm and an unaffiliated registered investment adviser to whom you are referred. We will receive a portion of unaffiliated registered investment adviser's ongoing account management fees as compensation for our solicitation services. Our compensation may differ depending upon the individual agreement with the unaffiliated registered investment advisor and will be up to 50% of your advisory fees. Your fee is not higher because you have been referred to the unaffiliated registered investment advisor. We will receive a fee from the unaffiliated investment advisor for as long as you remain a client of the unaffiliated registered investment advisor. The advisory fee you pay to unaffiliated registered investment adviser is established and payable in accordance with the brochure provided by unaffiliated registered investment adviser. These fees may or may not be negotiable as outlined in the unaffiliated registered investment advisor's brochure. The unaffiliated registered investment adviser typically charges an annual fee based on the assets under 4  management or financial planning scope of services, and we will receive a percentage of the fee paid to the unaffiliated registered investment adviser on an ongoing basis, for as long as you remain a client of the unaffiliated registered investment adviser. Since we will receive fee for the referral, a conflict of interest exists, as we have an incentive to recommend that you use the unaffiliated registered investment adviser as your investment adviser. Additional Fees and Expenses Refer to the unaffiliated registered investment adviser's brochure for additional fees and expenses charged in addition to your investment advisory fee. We do not share in any portion of these additional fees. To fully understand the total cost you will incur, you should review all the fees charged. Compensation for the Sale of Securities or Other Investment Products A person affiliated with our firm is a Registered Representatives with Valmark Securities, Inc., a securities broker-dealer, and a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. Primarily this person receives a trailing commissions from the legacy sale of investment products. On rare occasion, this person may recommend investment products with asset-based sales charges, service fees or 12b-1 fees, for the sale or holding, of mutual funds. Compensation earned by this person in this capacity as a Registered Representative is separate and in addition to the advisory fees paid to the unaffiliated registered investment adviser. This practice presents a conflict of interest because persons who are registered representatives have an incentive to recommend investment products based on the compensation received rather than solely based on your needs. You are under no obligation, contractually or otherwise, to purchase securities products through any person affiliated with our firm who receives compensation described above. A person affiliated with our firm is licensed as independent insurance agent. On rare occasion, this person will sell insurance products and will earn commission-based compensation. This includes insurance products they sell to you. Insurance commissions earned by this person is separate and in addition to the advisory fees paid to the unaffiliated registered investment adviser. This practice presents a conflict of interest because the person who is an insurance agent has an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. You are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with our firm. Item 6 Performance/Side By Side Management Fees AltruVista LLC acts solely as a solicitor for unaffiliated registered investment advisers. We do not accept performance-based fees or participate in side-by-side management. Item 7 Types of Clients We offer investment advisory services to high net worth individuals and business owners. 5  The unaffiliated registered investment adviser to whom you are referred may impose minimum account sizes for participation in their advisory services. Please refer to the unaffiliated registered investment adviser's Form ADV Part 2A for information on applicable minimum account sizes, if any. Item 8 Methods of Analysis, Investment Strategies and Risk of Loss Methods of Analysis and Investment Strategies We refer clients to unaffiliated registered investment advisers who offer a selection of different investment approaches. The unaffiliated registered investment adviser will determine the programs and strategies appropriate for you based on your individual circumstances and investment goals. We will not recommend particular securities nor manage your assets. All management strategies remain exclusive to those rendered and selected by the unaffiliated registered investment adviser. Refer to the unaffiliated registered investment adviser's Form ADV Part 2 disclosure brochure, Item 8, for a description of their Methods of Analysis, Investment Strategies and Risk of Loss. Risk of Loss Investing in securities involves risk of loss that you should be prepared to bear. We do not represent or guarantee that the unaffiliated registered investment adviser's services or methods of analysis can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines. We cannot offer any guarantees or promises that your financial goals and objectives will be met. Past performance is in no way an indication of future performance. Item 9 Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would-be material to your evaluation of AltruVista LLC or the integrity of AltruVista management. We have no such information to disclose. Item 10 Other Financial Industry Activities and Affiliations AltruVista discloses to its Clients that the receipt of commissions and other sums by its related persons for securities and insurance transactions may present a conflict of interest. Regardless of the mode of compensation, AltruVista acts as a fiduciary and makes recommendations in the best interest of a client. Recommendation of Other Advisers We will recommend that you use an unaffiliated registered investment adviser based on your needs. We will receive compensation from the unaffiliated registered investment adviser for recommending that you use their services. These compensation arrangements present a conflict of interest because we have a financial incentive to recommend the services of the unaffiliated registered investment adviser. You are not obligated, contractually or otherwise, to use the services of any third party adviser that we recommend. Before referring you to an unaffiliated registered investment adviser, we will verify that the firm is registered as a registered investment adviser. 6  Registrations with Broker-Dealer An employee of our firm is also a Registered Representative of Valmark Securities, Inc.,a broker- dealer. On rare occassion, this person may earn commission-based compensation for recommending financial products. Commissions earned by this person is separate from advisory fees paid to an unaffiliated registered investment adviser. See the Fees and Compensation section in this brochure for more information on the compensation received and potential conflicts of interest due to having a Registered Representative who is affiliated with our firm. Licensed Insurance Agency An employee of our firm is licensed as an insurance agent. On rare occassion, this person may earn commission-based compensation for recommending insurance products. Insurance commissions earned by this person is separate from advisory fees paid to an unaffiliated registered investment adviser. See the Fees and Compensation section in this brochure for more information on the compensation received by an insurance agent who is affiliated with our firm. Item 11 Code of Ethics Description of Our Code of Ethics We strive to comply with applicable laws and regulations governing our practices. Therefore, our Code of Ethics includes guidelines for professional standards of conduct for persons associated with our firm. Our goal is to protect your interests at all times and to demonstrate our commitment to our fiduciary duties of honesty, good faith, and fair dealing with you. All persons associated with our firm are expected to adhere strictly to these guidelines. Persons associated with our firm are also required to report any violations of our Code of Ethics. Additionally, we maintain and enforce written policies reasonably designed to prevent the misuse or dissemination of material, nonpublic information about you or your account holdings by persons associated with our firm. Clients or prospective clients may obtain a copy of our Code of Ethics by contacting us at the email address on the cover page of this brochure. Participation or Interest in Client Transactions Neither our firm nor any persons associated with our firm has any material financial interest in client transactions beyond the provision of investment advisory services as disclosed in this brochure. Item 12 Brokerage Practices AltruVista LLC does not recommend a particular broker-dealer to any client or prospect. Research and Other Soft Dollar Benefits We do not have any soft dollar arrangements. Brokerage for Client Referrals We do not receive client referrals from broker-dealers in exchange for cash or other compensation, such as brokerage services or research. Directed Brokerage AltruVista LLC acts solely as a solicitor for unaffiliated registered investment advisers. Clients should review the most recent relevant brochures or equivalent disclosure documents of the unaffiliated registered investment adviser that detail their policies. 7  Aggregated Trades As noted in Item 11, AltruVista LLC acts solely as a solicitor for unaffiliated registered investment advisers. Clients should review the most recent relevant brochures or equivalent disclosure documents of the unaffiliated registered investment adviser that detail their trading policies. Item 13 Review of Client Accounts We do not review client accounts nor do we provide reports directly to clients. Clients receive reports and statements on their accounts from the unaffiliated registered investment adviser and the custodian of their account. Item 14 Client Referrals and other Compensation Client Referrals AltruVista LLC does not pay third parties for client referrals. Other Compensation We receive compensation from unaffiliated registered investment advisers for referring clients to them. This arrangement will not cause you to pay more in advisory fees than you would otherwise pay had there been no solicitor's compensation. All referral fees paid to our firm represent a portion of the fees actually charged to you by the unaffiliated registered investment adviser for investment advisory services. There is no differential between the amount or level of investment advisory fees that the unaffiliated registered investment adviser will charge for managing the client account(s) in excess of that which they would customarily charge for managing any other new client's account with similar assets and which was not referred to the unaffiliated registered investment adviser by our firm. Compensation for the Sale of Securities or Other Investment Products A person affiliated with our firm is a Registered Representatives with Valmark Securities, Inc., and licensed as independent insurance agent. Please see Item 5 Fees and Compensation for additional information. Item 15 Custody AltruVista LLC acts as a solicitor for unaffiliated registered investment advisers. We do not maintain custody of any funds or securities for any clients. We do not directly debit advisory fees from your account. Item 16 Investment Discretion We do not provide discretionary management services. Item 17 Voting Client Securities We do not vote proxies on behalf of your advisory accounts. Please reference the unaffiliated registered investment adviser's Part 2A Disclosure Brochure for details on whether they vote proxies on your behalf. 8  Item 18 Financial Information Our firm does not have any financial condition or impairment that would prevent us from meeting our contractual commitments to you. We do not take physical custody of client funds or securities, or serve as trustee or signatory for client accounts, and, we do not require the prepayment of more than $500 in fees six or more months in advance. Therefore, we are not required to include a financial statement with this brochure. We have not filed a bankruptcy petition at any time in the past ten years. Item 19 Requirements for State-Registered Advisers Refer to the Part(s) 2B for background information about our principal executive officers, management personnel and those giving advice on behalf of our firm. Our firm is not actively engaged in any business other than giving investment advice that is not already disclosed above. Neither our firm, nor any persons associated with our firm are compensated for advisory services with performance-based fees. Refer to the Performance-Based Fees and Side-By-Side Management section above for additional information on this topic. Neither our firm, nor any of our management persons have any reportable arbitration claims, civil, self- regulatory organization proceedings, or administrative proceedings. Neither our firm, nor any of our management persons have a material relationship or arrangement with any issuer of securities. 9