A complete list of active advisors currently associated with Altura Wealth Advisors
Warmer can help you find a great advisor at Altura Wealth Advisors or one who fits your needs even better.
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).
To learn more about the advisors currently working at Altura Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Virginia Beach, VA
| 15
| |
Virginia Beach, VA
| 29
| |
Virginia Beach, VA
| —
| |
Virginia Beach, VA
| 15
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")