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REALTA INVESTMENT ADVISORS, INC
CRD 134952 · SEC 801-68000
1201 N. ORANGE STREET, SUITE 729, WILMINGTON, DE, 19801, United States
Phone
888-657-5200
Fax
302-250-4731
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$385.4M
Discretionary AUM
$237.5M
Team
61 total employees; 54 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 835 | $175.9M |
| High net worth individuals | 378 | $202.5M |
| Pension/profit sharing plans | 11 | $6.4M |
| Corporations/business entities | 7 | $609K |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD