Tampa, FL Office

Realta Investment Advisors provides discretionary and non‑discretionary investment advisory services and financial planning through a network of Financial Advisors, serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and a range of institutional clients such as corporations, trusts, and other investment advisers. The firm’s services include portfolio management (implemented in‑house or via third‑party money managers), retirement‑plan consulting and participant education, and estate planning.

The firm emphasizes individualized advice gathered through advisor interviews to establish goals, risk tolerance and time horizon, and typically implements strategies using asset allocation across mutual funds, ETFs, equities, fixed income and alternative investments. Realta operates the NOVA platform (APM wrap/non‑wrap) and offers UMA/SMA third‑party manager programs, monitors TPM performance and permits discretionary trading strategies (including options and margin); it also discloses acting as a liaison to TPMs and receiving portioned fees for that service and can manage held‑away accounts via a third‑party aggregation platform (Pontera).

Distinctive features noted in the brochure include the firm’s institutional reach and referral activity—disclosures reference relationships and referrals involving banks, insurance companies, other investment advisers and plan sponsors or public entities—and its affiliated broker‑dealer and insurance agency relationships. The brochure also highlights operational practices that may affect clients’ choices, such as third‑party manager arrangements, participant education materials and the use of held‑away aggregation tools, and it discloses how those arrangements generate fee and referral dynamics.