Altura Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$97,492,720
Clients
316
Advisors
5
of 6 employees
About
Altura Private Wealth LLC serves a mix of individual clients (both non-high-net-worth and high-net-worth), charitable organizations, and corporate and business entities, reporting $129,121,463 in assets under management across 316 client accounts. The firm provides discretionary and non-discretionary portfolio management, financial consulting and planning, and will recommend or select third‑party money managers and model portfolios for portions of client assets.
Advice is tailored to each client’s objectives and may include firm-developed model portfolios, direct portfolio management, and the use of sub‑advisers or third‑party money managers whose fees are shared with the firm. Financial planning is offered on a negotiated fixed‑fee or subscription basis (fixed fees up to $25,000 annually and ongoing monthly subscription options), and the firm may negotiate performance‑based fee arrangements for qualified clients subject to high‑water mark and percentage limits.
Distinctive operational features include the firm’s recent registration as a new RIA while its principals have prior advisory experience, formal affiliations with an insurance agency and accounting firm (with associated personnel able to sell insurance and earn commissions), and institutional custodian relationships that provide platform services and research. The firm reports no active SEC‑registered advisors while managing over $129 million for 316 clients, and it routinely uses directed brokerage through selected custodians and third‑party managers, which differentiates its structure from many peers.
Client services
Expertise
Fee options
Financial consulting fixed fees up to $25,000 per year depending on scope and complexity.
Negotiable up to 2.0% annually
Insurance agents affiliated with the firm earn separate commissions for insurance products sold.
Performance-based fees up to 20% of gains for qualified clients with at least $1.1 million managed or $2.2 million net worth.
Financial consulting services offered as monthly subscription that can be terminated at any time.
Main office
839 Camille Cir
Centerville UT 84014
Advisors at this office
5
Most active in
Arizona · California · Colorado · Florida · Idaho · Illinois · Kentucky · Louisiana · Michigan · Minnesota · Nevada · North Carolina · Oregon · Pennsylvania · Tennessee · Texas · Utah · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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.
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, 65, and 66 licenses and has worked previously at Legacy Wealth Management, Paradigm Life, and Filament Insurance. In addition to his advisory work, he serves as an adjunct professor at Brigham Young University–Idaho and operates an accounting consultancy and a life insurance business. Altura Private Wealth LLC serves individual clients, charitable organizations, and businesses, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning, utilizing model portfolios and third-party managers.
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.
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