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Building 2ALTA WEALTH ADVISORS LLC

Map pinWOBURN, MA
Phone781-404-6909
NotebookSEC #801-112848
Total AUM
$664.6M
Employees
15
Clients
779

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 TRADECENTER, SUITE 4810
WOBURN
MA 01801
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
781-404-6909

ReceiptFinancials

Total AUM
$664.6M
Accounts
1,665
Discretionary
$661.6M
Accounts
1,663
Non-Discretionary
$3.1M
Accounts
2

ContactClients

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Individual Clients
539
AUM
$142.8M
HNW Individual Clients
233
AUM
$506.4M
Pension/Profit Sharing Plan Clients
2
AUM
$3.1M
Corporation or Business Clients
5
AUM
$12.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTFLMAMENHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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