Overview
Assets Under Management: $235 million
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 103
Average Client Assets: $2 million
Frequently Asked Questions
ALTURA WEALTH ADVISORS 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 #337998), ALTURA WEALTH ADVISORS is subject to fiduciary duty under federal law.
ALTURA WEALTH ADVISORS is headquartered in VIRGINIA BEACH, VA.
ALTURA WEALTH ADVISORS serves 103 high-net-worth clients according to their SEC filing dated January 26, 2026. View client details ↓
According to their SEC Form ADV, ALTURA WEALTH ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ALTURA WEALTH ADVISORS manages $235 million in client assets according to their SEC filing dated January 26, 2026.
According to their SEC Form ADV, ALTURA WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 898
Discretionary Accounts: 895
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 337998
Filing ID: 2045285
Last Filing Date: 2026-01-26 15:14:16