A complete list of active advisors currently associated with Alta Wealth Advisors LLC

Warmer can help you find a great advisor at Alta Wealth Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Alta Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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