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Carson S

Series 65

Centerville, UT

Altura Private Wealth LLC

Carson Skaggs is a financial advisor at Altura Private Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Legacy Peak Insurance and Legacy Wealth Management. Altura Private Wealth LLC manages over $129 million in assets for individuals, charitable organizations, and corporate clients, offering both discretionary and non-discretionary portfolio management along with financial planning services tailored to client objectives.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
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Joseph F

Series 65

Centerville, UT

Altura Private Wealth LLC

Joseph Fisher is a financial advisor at Altura Private Wealth LLC with three years of industry experience. He holds a Series 65 credential and has worked at several firms, including Legacy Peak Insurance, where he is also an insurance agent. Altura Private Wealth LLC manages over $129 million in assets for individuals, charitable organizations, and businesses, offering tailored portfolio management, financial consulting, and planning services. The firm utilizes a combination of direct management, model portfolios, and third-party managers across its client base.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
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Lincoln W

Series 65

Centerville, UT

Altura Private Wealth LLC

Lincoln West is a financial advisor with Altura Private Wealth LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Legacy Wealth Management for three years and has maintained roles in several businesses, including serving as a minority owner of West Family Enterprises, LLC. West also holds an insurance license and occasionally sells life insurance when appropriate for clients. Altura Private Wealth LLC serves a diverse client base, including individual clients, charitable organizations, and businesses, managing over $129 million in assets across more than 300 accounts. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning, utilizing firm-developed model portfolios and third-party money managers.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
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Justin M

Series 63, Series 66, Series 65

Centerville, UT

Altura Private Wealth LLC

Justin Martin is a financial advisor at Altura Private Wealth LLC with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. In addition to his advisory role, he serves as an adjunct professor at Brigham Young University—Idaho and is involved in life insurance sales through Legacy Peak Insurance Solutions, LLC. Altura Private Wealth LLC serves individual clients, charitable organizations, and business entities, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, tailoring advice to client objectives.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
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Justin M

Series 65

Centerville, UT

Altura Private Wealth LLC

Justin Maxwell is a financial advisor at Altura Private Wealth LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Legacy Wealth Management, LLC. Outside of his advisory role, Maxwell is the managing partner of Small Business Incentive Consultants, a firm assisting individuals with tax credits and incentives. Altura Private Wealth LLC serves individual clients, charitable organizations, and business entities, managing over $129 million across more than 300 accounts. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and utilizes model portfolios and third-party money managers tailored to client objectives.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
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Raygn R

Series 65

Centerville, UT

Altura Private Wealth LLC

Raygn Robertson is a financial advisor at Altura Private Wealth LLC with a Series 65 credential and one year of industry experience. Prior to joining Altura Private Wealth, he was affiliated with Legacy Wealth Management, LLC. Outside of financial advising, he has involvement with R-AG Farms. Altura Private Wealth LLC serves a range of clients including individuals, charitable organizations, and businesses, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and access to third-party money managers, with a focus on tailored advice through model portfolios and direct management.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
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