Alta Pacific Wealth Management LLC

Alta Pacific Wealth Management LLC provides discretionary portfolio management to individual and high‑net‑worth clients, delivering ongoing services such as investment strategy, asset allocation, security selection, and regular portfolio monitoring across mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), REITs, non‑U.S. securities and private placements. The firm reports managing approximately $61,244,000 in discretionary assets for a small client base and does not participate in wrap fee programs.

The firm’s investment process combines charting, fundamental, technical, cyclical and quantitative analysis and implements both long‑term and active trading strategies, including short‑term trading, short sales, margin transactions and options trading (covered and uncovered). Accounts are managed in‑house on a discretionary basis, reviewed at least monthly by the firm’s principal, and APWM does not select third‑party managers for client assets.

A few operational features distinguish the firm from many peers: it offers higher‑risk strategies such as short sales, margin and uncovered options and makes private placements part of its investable universe, it does not permit clients to impose values‑based investment restrictions, and it requires custody at its recommended qualified custodian (Charles Schwab) to manage an account. The combination of a small client count with over $61 million in discretionary AUM and no stated account minimum suggests the firm typically manages larger accounts on a one‑on‑one basis.