Alturas Wealth Management, LLC
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About
Alturas Wealth Management provides discretionary asset management and financial planning to individual and high‑net‑worth clients, constructing portfolios that may include individual stocks, bonds, ETFs, and mutual funds, along with retirement, tax, and legacy planning services. The firm generally charges asset‑based advisory fees for portfolio management and offers hourly financial planning and consulting engagements.
Portfolios are created to match each client’s stated objectives and risk tolerance, with the firm employing fundamental, technical, charting and cyclical analysis and performing regular monitoring and periodic rebalancing. Account reviews are conducted at least quarterly and the firm executes trades through a designated custodian while seeking best execution on behalf of clients.
Alturas operates an affiliated CPA practice and its principals spend a substantial portion of their time providing tax and accounting services through that affiliated firm; those services may be offered to advisory clients and are disclosed as a potential conflict of interest the firm seeks to mitigate. The combination of an integrated CPA practice with a small advisory team managing roughly $47 million in discretionary assets is a distinguishing feature relative to many peers that do not maintain in‑house accounting services.
Client services
Expertise
Fee options
$0 - $100,000: 2.00% annually $100,001 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.15% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.75% annually
$175 per hour for financial planning and consulting services
Account minimum: $100,000
Main office
Eagle ID
Advisors at this office
2
Most active in
Idaho · Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Advisors at this firm
Roberta N
PFS™, Series 66
Eagle, ID
Alturas Wealth Management, LLC
Roberta Newhouse is a financial advisor with Alturas Wealth Management, LLC in Eagle, Idaho. She holds the PFS™ designation and Series 66 license and has 20 years of industry experience. Prior to her current role, she worked at 1st Global Advisors, Inc. and 1st Global Capital Corp. for 13 years. She is also a member of the University of Idaho College of Business & Economics Advisory Board. Alturas Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates tax and accounting services through an affiliated CPA practice while managing portfolios with a combination of fundamental, technical, charting, and cyclical analysis.
Melissa L
PFS™, Series 66
Eagle, ID
Alturas Wealth Management, LLC
Melissa Lowther is a financial advisor at Alturas Wealth Management, LLC with eight years of industry experience. She holds the PFS™ and Series 66 designations. In addition to her advisory role, Lowther is a member of the board and treasurer for the Xi House Corporation of Gamma Phi Beta and serves on the Boise LPGA Amateur Golf Association board as records director. She is also an executive board member of the University of Idaho Alumni Association. Alturas Wealth Management provides discretionary asset management and financial planning to individual and high-net-worth clients, integrating fundamental, technical, charting, and cyclical analysis with regular portfolio monitoring and rebalancing. The firm operates an affiliated CPA practice, offering tax and accounting services alongside investment management.
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