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ALTURA WEALTH ADVISORS INC.
CRD 309501 · SEC 801-122486
2005 DE LA CRUZ BLVD #120, SANTA CLARA, CA, 95050, United States
Phone
408-642-1322
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.1M
Discretionary AUM
$228.9M
Team
12 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 379 | $88.9M |
| High net worth individuals | 69 | $161.2M |
States served
CA, CO, NV, TX
All web addresses on file
Official SEC filing: View on IAPD