ALTA WEALTH ADVISORS LLC
SEC RegisteredHigher Standard Of Planning
About the firm
Alta Wealth Advisors elevates the financial and investment management experience through planning, implementing, and consistently reviewing customized strategies. The firm prioritizes helping clients take care of themselves and their families by learning about personal situations, identifying dreams and goals, and understanding risk tolerance. Long-term relationships that encourage open and honest communication are described as the cornerstone of the firm's foundation of success.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial and investment management including planning, implementing, and consistently reviewing customized strategies; guidance through life transitions; resources on retirement, social security, and estate strategies.
Who they serve
Individuals and families seeking personalized financial and investment management strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 539 | $143M |
| High Net Worth Individuals | 233 | $506M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $3.1M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Portfolio Mgmt $0-$100,000 | 2.00% |
| Portfolio Mgmt $100,001-$500,000 | 1.50% |
| Portfolio Mgmt $500,001-$2,500,000 | 1.25% |
| Portfolio Mgmt $2,500,001-$10,000,000 | 1.00% |
| Portfolio Mgmt $10,000,001+ | 0.75% |
| Pension Consulting $0-$1,000,000 | 1.00% |
| Pension Consulting $1,000,001-$2,500,000 | 0.75% |
| Pension Consulting $2,500,001+ | 0.50% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALTA WEALTH ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.