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Building 2ALTURA WEALTH ADVISORS INC.

Map pinSANTA CLARA, CA
Phone408-642-1322
NotebookSEC #801-122486
Total AUM
$250.1M
Employees
12
Clients
448

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2005 DE LA CRUZ BLVD #120
SANTA CLARA
CA 95050
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
408-642-1322

ReceiptFinancials

Total AUM
$250.1M
Accounts
1,027
Discretionary
$228.9M
Accounts
1,016
Non-Discretionary
$21.2M
Accounts
11

ContactClients

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Individual Clients
379
AUM
$88.9M
HNW Individual Clients
69
AUM
$161.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONVTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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