Overview
Assets Under Management: $250 million
Headquarters: SANTA CLARA, CA
High-Net-Worth Clients: 69
Average Client Assets: $2.3 million
Frequently Asked Questions
ALTURA WEALTH ADVISORS INC. 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 #309501), ALTURA WEALTH ADVISORS INC. is subject to fiduciary duty under federal law.
ALTURA WEALTH ADVISORS INC. is headquartered in SANTA CLARA, CA.
ALTURA WEALTH ADVISORS INC. serves 69 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, ALTURA WEALTH ADVISORS INC. offers financial planning and portfolio management for individuals. View all service details ↓
ALTURA WEALTH ADVISORS INC. manages $250 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, ALTURA WEALTH ADVISORS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.45%
Average Client Assets: $2.3 million
Total Client Accounts: 1,027
Discretionary Accounts: 1,016
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 309501
Filing ID: 2082976
Last Filing Date: 2026-03-27 11:05:21