ALTA WEALTH ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$664,634,808
Discretionary
$661,571,821
Non-discretionary
$3,062,987
Firm details
- CRD number
- 293675
- SEC file number
- 801-112848
- Main office
- WOBURN, MA, United States
- Employees
- 15
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.