Centerville, UT logo

Centerville, UT Office

Team
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Altura Private Wealth LLC logo

Altura Private Wealth LLC

Team

Firm-wide stats for Altura Private Wealth LLC

Total advisors

5

Across 2 offices

Clients per advisor

63 Typical

Avg AUM per client

$308,521 Very Low

HNW client ratio

8% Very Low

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.

Based on Altura Private Wealth LLC

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management

Based on Altura Private Wealth LLC

Location

839 Camille Cir

Centerville UT 84014

Advisors at this office

6

Advisors at this office

user avatar

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.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
user avatar

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.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
user avatar

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.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
user avatar

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, Series 65, and Series 66 licenses. In addition to his advisory role, he serves as an adjunct professor at Brigham Young University—Idaho and is involved in life insurance sales through Legacy Peak Insurance Solutions, LLC. Altura Private Wealth LLC serves individual clients, charitable organizations, and business entities, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, tailoring advice to client objectives.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
user avatar

Justin M

Series 65

Centerville, UT

Altura Private Wealth LLC

Justin Maxwell is a financial advisor at Altura Private Wealth LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Legacy Wealth Management, LLC. Outside of his advisory role, Maxwell is the managing partner of Small Business Incentive Consultants, a firm assisting individuals with tax credits and incentives. Altura Private Wealth LLC serves individual clients, charitable organizations, and business entities, managing over $129 million across more than 300 accounts. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and utilizes model portfolios and third-party money managers tailored to client objectives.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
user avatar

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.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
View complete list of advisors at this office
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