Santa Clara, CA Office
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Altura Wealth Advisors Inc.
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About
Altura Wealth Advisors Inc. provides portfolio management through separately managed accounts and financial planning to individuals, high‑net‑worth clients, trusts, and defined‑contribution plans, managing roughly $250 million for about 448 clients with a team of four advisors. The firm typically manages accounts on a discretionary basis, constructs tailored asset allocations using ETFs and mutual funds, and states it does not impose an account minimum.
Altura describes a long‑term, primarily passive investment approach built around ETFs and mutual funds, periodic portfolio reviews, and rebalancing with consideration of tax and liquidity needs. In addition to traditional SMA management, the firm discloses that it may recommend leverage strategies (for example, investing cash‑out mortgage proceeds) and may recommend fixed annuities and other insurance products in connection with financial plans.
Compared with many peers, Altura operates an affiliated insurance agency and works with third‑party settlement planners to offer structured‑settlement annuities, and these insurance and settlement transactions generate commissions and incentive compensation that are separate from advisory fees and disclosed as conflicts of interest. The firm also discloses affiliated real‑estate loan origination and referral arrangements and related affiliated entities with planned fund management activities, and it highlights succession/key‑person considerations and formal conflict‑disclosure procedures for clients.
Based on Altura Wealth Advisors Inc.
Expertise
Based on Altura Wealth Advisors Inc.
Location
2005 De La Cruz Blvd #120
Santa Clara CA 95050
Advisors at this office
3
Advisors at this office
James R
CFP®, ChFC®
Santa Clara, CA
Altura Wealth Advisors Inc.
James Rukstalis is a CFP® and ChFC® with nine years of industry experience, currently serving as an advisor at Altura Wealth Advisors Inc. He has worked in financial services since 2008, including roles at J.R. Financial and Freedom Insurance Solutions, where he also acts as president. Outside of advisory work, Rukstalis is involved in insurance sales, real estate sales, mortgage loan origination, and holds a notary public commission. Altura Wealth Advisors is a four-advisor SEC-registered team managing approximately $169 million for around 400 individual and high-net-worth clients. The firm emphasizes a long-term, largely passive investment approach using ETF and mutual fund allocations, with discretionary management and periodic rebalancing, while also offering financial planning and insurance-related services through affiliated entities.
Gage C
Series 65
Santa Clara, CA
Altura Wealth Advisors Inc.
Gage Campbell is a financial advisor at Altura Wealth Advisors Inc. in Santa Clara, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Altura, he worked at J.R. Financial and Insurance Services and Harper Investing. Altura Wealth Advisors is a SEC-registered advisory team managing approximately $169 million for around 400 individual and high-net-worth clients. The firm follows a long-term, largely passive investment approach focused on ETF- and mutual fund-based portfolios, with periodic review and rebalancing, and offers both discretionary account management and one-time financial planning engagements.
Peter B
Series 65
Santa Clara, CA
Altura Wealth Advisors Inc.
Peter Bradshaw is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Altura Wealth Advisors Inc., where he has worked since 2020. Prior to this, he held roles at J.R. Financial & Insurance Services and Qualified Planning. Altura Wealth Advisors is a SEC-registered team of four advisers managing approximately $169 million for around 400 individual and high-net-worth clients. The firm employs a long-term, largely passive investment approach focused on ETF- and mutual-fund-based allocations, with discretionary account management and periodic rebalancing.
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