ALTA WEALTH ADVISORS LLC

CRD 293675 · SEC 801-112848

Visit website

400 TRADECENTER, SUITE 4810, WOBURN, MA, 01801, United States

Phone

781-404-6909

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$664.6M

Discretionary AUM

$661.6M

Team

15 total employees; 15 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	539	$142.8M
High net worth individuals	233	$506.4M
Pension/profit sharing plans	2	$3.1M
Corporations/business entities	5	$12.3M

States served

CO, ME, MA, NY, TX, NH, CT, FL

All web addresses on file

HTTPS://WWW.ALTAWEALTHADVISORS.COM

Official SEC filing: View on IAPD