Realta Investment Advisors, Inc
SEC RegisteredThe North Star for Elite Independent Advisors
About the firm
Realta Wealth is a full-service broker-dealer and RIA built for entrepreneurial, high-net-worth focused advisors who want independence backed by real infrastructure. FINRA- and SEC-registered, they serve affiliated advisors across the country with a product shelf spanning traditional investments, private markets, and alternative strategies. Selective by design, they work with entrepreneurial advisors who serve affluent clients at a high level and need a platform that matches their ambition.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full-service broker-dealer and RIA platform offering traditional investments, private markets, and alternative strategies (including private equity, private credit, real estate, hedge funds, venture capital, oil and gas, structured products, 1031 exchanges, and tax-advantaged strategies); a full financial planning suite with tax capabilities; virtual assistant program; integrated technology stack; multiple custody options; dedicated due diligence team; and a service model built around direct access and fast answers.
Who they serve
Entrepreneurial, high-net-worth focused independent advisors who serve affluent clients
Leadership
Office locations
Advisors at this firm
61 advisors in the directory
Regulatory & compliance
Data as of August 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Realta Investment Advisors, Inc 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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