A complete list of active advisors currently associated with Altura Private Wealth LLC

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

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.

To learn more about the advisors currently working at Altura Private Wealth 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.