Alta Wealth Advisors LLC logo

Alta Wealth Advisors LLC

Updated today

Client AUM

$649,230,162

Clients

772

Advisors

12

of 15 employees

About

Alta Wealth Advisors LLC serves individual and high‑net‑worth clients as well as business entities, managing roughly $665 million across several hundred accounts. The firm provides discretionary portfolio management, financial planning, and pension/401(k) consulting, and may recommend or retain third‑party money managers for portions of client assets.

Investment programs are tailored to each client’s goals and documented risk tolerance, and the firm employs a mix of fundamental, quantitative, technical and modern portfolio theory analyses. Strategies can include long‑term investing as well as short sales, margin and options trading where appropriate, with ongoing monitoring, quarterly reviews and monthly custodian reporting.

Distinctive features noted in the brochure include operating and sponsoring a wrap‑fee program and offering periodic educational seminars and workshops to clients and the public — both of which are uncommon among similar team firms. The firm also discloses that several principals engage in broker‑dealer and insurance activities and may receive commissionable compensation for product sales, a conflict of interest clients are asked to consider, and the firm indicates it maintains no account minimums for services.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Private / alternative investments Annuities

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Fee options

Fixed

Fixed fees for financial planning and pension consulting range between $250 and $2,500.

Percentage

$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $2,500,000: 1.25% $2,500,001 - $10,000,000: 1.00% $10,000,001+: 0.75%

Commissions

Advisors are registered representatives and licensed insurance agents, accepting commissions for sale of securities and insurance products; commissions are not primary source of compensation.

Project-based

Hourly financial planning fees range from $150 to $350 per hour.

Main office

400 Tradecenter, Suite 4810

Woburn MA 01801

Advisors at this office

12

Most active in

Colorado · Connecticut · Florida · Maine · Massachusetts · New Hampshire · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Francis F

CFP®, Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Francis Finn is a CERTIFIED FINANCIAL PLANNER™ professional with 36 years of industry experience. He is currently with Alta Wealth Advisors LLC and has previously worked at LPL Financial, LLC for over two decades. Finn provides investment advisory services through Alta Wealth Advisors, an independent registered investment advisor. Alta Wealth Advisors LLC manages approximately $665 million for individual and high-net-worth clients as well as business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of investment strategies tailored to each client’s goals and risk tolerance.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Bryan P

Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Bryan Parks is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Alta Wealth Advisors since 2018. Prior to that, he was with Pinnacle Private Wealth, LLC and LPL Financial. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to client goals and risk tolerance.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Paul B

Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Paul Brissenden is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Pinnacle Private Wealth, and Santander Securities. Outside of his advisory role, he serves as president of Porter Financial Inc. Alta Wealth Advisors LLC manages approximately $665 million for individual, high-net-worth, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental and quantitative analysis, and is noted for sponsoring a wrap-fee program and providing educational seminars.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Zachary L

Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Zachary Leighton is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities, Inc. for 10 years before joining LPL Financial and Alta Wealth Advisors in 2024. He is also a business owner of Cranberry Harvest Co LLC. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Vincenzo S

Series 63, Series 66

Woburn, MA

Alta Wealth Advisors LLC

Vincenzo Stuto is a financial advisor with Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior firms include LPL Financial, Pinnacle Private Wealth, Santander Securities, and Sovereign Bank. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

William S

Series 66

Woburn, MA

Alta Wealth Advisors LLC

William Skinner Jr. is a financial advisor at Alta Wealth Advisors LLC with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at Osaic, Destra Capital Investments LLC, and LPL Financial, among others. He also owns and manages the Vehicle Inspection Center in Springfield, Massachusetts. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing a range of investment strategies tailored to clients’ goals and risk tolerances.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Nicole S

Series 66

Woburn, MA

Alta Wealth Advisors LLC

Nicole Somers is a financial advisor at Alta Wealth Advisors LLC with four years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney LLC for 15 years. Outside of her advisory role, she is employed in customer service at Stop and Shop. Alta Wealth Advisors LLC serves individual, high-net-worth clients, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm employs a tailored investment approach incorporating multiple analytical methods and offers services including a wrap-fee program and educational seminars.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Michael Q

CFP®, ChFC®, Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Michael Quinn is a CFP® and ChFC® professional with 20 years of industry experience. He is currently with Alta Wealth Advisors LLC, where he has worked since 2025, following prior roles at Quinn Wealth Strategies, LPL Financial, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. Quinn Wealth Strategies remains an ongoing business activity for him. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm provides discretionary portfolio management, financial planning, and pension/401(k) consulting, employing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to client goals and risk tolerances.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Michael V

ChFC®, Series 63

Woburn, MA

Alta Wealth Advisors LLC

Michael Viti is a financial advisor with Alta Wealth Advisors LLC, holding the ChFC® designation and a Series 63 license. He has 36 years of industry experience, including roles at LPL Financial and Pinnacle Private Wealth. Viti is also involved with several non-variable insurance agencies. Alta Wealth Advisors LLC manages approximately $665 million for individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, providing tailored investment programs with ongoing monitoring, quarterly reviews, and monthly reporting.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Michael B

Series 66, Series 63

Woburn, MA

Alta Wealth Advisors LLC

Michael Burke Jr. is a financial advisor at Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Alta Wealth Advisors and LPL Financial, he held roles at MassMutual Life Insurance Co, Baystate Financial, and Mass Mutual Investors Services. Outside of finance, his background includes work with Varsity Movers and involvement with Upcycle Inc. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million in assets. The firm offers discretionary portfolio management, financial planning, and pension consulting, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Reid S

Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Reid Soberman is a financial advisor with Alta Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at LPL Financial, OSAIC, Infinex Investments, and Lincoln Investment. Outside of advising, he is a part owner of Team Fight Academy, a fitness gym. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients with discretionary portfolio management, financial planning, and pension consulting. The firm customizes investment programs based on client goals and risk tolerance, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Anthony D

Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Anthony Depinto is a financial advisor at Alta Wealth Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Pinnacle Private Wealth, and Mass Mutual Investors Services. Outside of advisory activities, he is involved as a business owner and partner in non-investment ventures in Boston. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients by managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting with tailored investment strategies that incorporate fundamental, quantitative, technical, and modern portfolio theory analyses.

Options & derivatives strategies Private / alternative investments Annuities
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