Altura Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Altura Wealth Advisors is a registered investment adviser that provides discretionary investment management, comprehensive wealth management, financial planning, insurance consulting through a DPL platform, and 3(21) retirement plan advisory services to individuals, high‑net‑worth individuals, trusts, estates, businesses and retirement plans. As of December 31, 2025 the firm reported approximately $234.9 million in assets under management across its client accounts.
The firm constructs customized, model‑based portfolios that primarily use exchange‑traded funds and low‑cost diversified mutual funds, and applies fundamental and cyclical analysis together with Modern Portfolio Theory to set strategic asset allocations. Altura generally pursues a long‑term orientation while rebalancing, harvesting gains or losses, and may employ independent managers or retain legacy positions for tax or fit reasons; accounts are monitored on a regular basis with formal reviews at least annually.
Noteworthy aspects of the firm include the use of client‑facing performance reporting and, per its public disclosures, the presentation of hypothetical performance scenarios and third‑party ratings in its materials — practices that are uncommon among similar supported firms. The brochure also discloses an institutional custodial relationship that supplies technology and operational support, and that several advisory personnel are licensed to offer insurance products via a fee‑based insurance platform (with a stated policy that the firm will not collect both an ongoing advisory fee and a commission on the same assets).
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,500,000: 0.60% $3,500,001 - $5,000,000: 0.45% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.20%
Commission-based compensation for insurance products; commissions separate and in addition to advisory fees.
Fee-only: Financial planning fixed fees range from $4,000-$25,000 initially; ongoing financial planning fees range from $350 to $2,500 per month.
Main office
4669 South Blvd, Ste 105
Virginia Beach VA 23452
Advisors at this office
4
Most active in
Florida · New Hampshire · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Altura Wealth Advisors · Lcw Services, LLC
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.
Quick links
Advisors at this firm
Rachel W
Series 66
Virginia Beach, VA
Altura Wealth Advisors
Rachel Wren is a financial advisor with Altura Wealth Advisors in Virginia Beach, VA, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Northwestern Mutual and The Opus Group. She is also a licensed insurance agent, dedicating part of her time to insurance sales and implementing insurance recommendations. Altura Wealth Advisors manages approximately $235 million for individuals, trusts, estates, businesses, and retirement plans. The firm uses model portfolios with ETFs and low-cost mutual funds, combining fundamental and cyclical analysis with Modern Portfolio Theory in a primarily long-term investment approach.
Roger C
CFP®, ChFC®, Series 63, Series 65
Virginia Beach, VA
Altura Wealth Advisors
Roger Crook Jr. is a CFP® and ChFC® with 15 years of industry experience, currently serving as a co-founder and client-facing advisor at Altura Wealth Advisors. He previously worked at Northwestern Mutual Investment Services, LLC for 14 years and has experience providing insurance advice through a related agency. Crook also owns an S-Corp that holds his shares in LCW Services, LLC. Altura Wealth Advisors offers discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses customized, model-based portfolios emphasizing ETFs and low-cost mutual funds, applying fundamental and cyclical analysis alongside Modern Portfolio Theory.
Repp L
Series 63, Series 65
Virginia Beach, VA
Altura Wealth Advisors
Repp Lambert II is an advisor at Altura Wealth Advisors with 29 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC from 1996 to 2025. Lambert holds Series 63 and Series 65 licenses and is based in Virginia Beach, VA. Outside of advisory services, he is an owner of a Papa Johns' franchise. Altura Wealth Advisors provides discretionary investment management, comprehensive wealth management, financial planning, insurance consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses customized, model-based portfolios with low-cost ETFs and mutual funds, applying fundamental and cyclical analysis alongside Modern Portfolio Theory to establish strategic allocations.
Brian T
Series 63, Series 65
Virginia Beach, VA
Altura Wealth Advisors
Brian Tran is a financial advisor at Altura Wealth Advisors in Virginia Beach, VA, holding Series 63 and Series 65 licenses with two years of industry experience. Before joining Altura Wealth Advisors, he worked at Northwestern Mutual Investment Services LLC. Prior to his financial services career, he was employed in the fitness industry at Gold's Gym and LA Fitness. Altura Wealth Advisors offers discretionary investment management, comprehensive wealth management, financial planning, insurance consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses customized, model-based portfolios primarily composed of exchange-traded funds and low-cost mutual funds, applying fundamental and cyclical analysis alongside Modern Portfolio Theory with a focus on long-term management and regular portfolio monitoring.
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