Overview
Assets Under Management: $343 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 367
Average Client Assets: $494,726
Frequently Asked Questions
REALTA INVESTMENT 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 #134952), REALTA INVESTMENT ADVISORS, INC is subject to fiduciary duty under federal law.
REALTA INVESTMENT ADVISORS, INC is headquartered in WILMINGTON, DE.
REALTA INVESTMENT ADVISORS, INC serves 367 high-net-worth clients according to their SEC filing dated June 06, 2025. View client details ↓
According to their SEC Form ADV, REALTA INVESTMENT ADVISORS, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
REALTA INVESTMENT ADVISORS, INC manages $343 million in client assets according to their SEC filing dated June 06, 2025.
According to their SEC Form ADV, REALTA INVESTMENT ADVISORS, INC 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
Clients
Number of High-Net-Worth Clients: 367
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.86
Average High-Net-Worth Client Assets: $494,726
Total Client Accounts: 1,958
Discretionary Accounts: 1,487
Non-Discretionary Accounts: 471
Regulatory Filings
CRD Number: 134952
Filing ID: 1989275
Last Filing Date: 2025-06-06 14:21:00
Website: https://realtawealth.com