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Donald W

Series 63, Series 65

Seattle, WA

Realta Investment Advisors, Inc

Donald Wells is a financial advisor at Realta Investment Advisors, Inc. based in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He worked at Titan Securities for 13 years before joining Realta in 2023. Outside of his advisory role, he has been a flight attendant for Alaska Airlines since 1990 and holds an insurance license, engaging in insurance sales on a limited basis. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs a goal-oriented, risk-based investment approach using diversified asset allocation and offers multiple portfolio management options, including internally managed and third-party strategies.

Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Richard T

ChFC®, Series 63, Series 65

Seattle, WA

Realta Investment Advisors, Inc

Richard Toban is a financial advisor with Realta Investment Advisors, Inc. in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked with firms including Arete Wealth Advisors, LLC, Center Street Securities, Inc., and Ashira Financial LLC. Outside his advisory role, he is also engaged as a rabbi educator providing teaching and counseling. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and typically implements strategies using diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Options & derivatives strategies Private / alternative investments Founder/Business Owner
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