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Building 2ALTURA WEALTH ADVISORS

Map pinVIRGINIA BEACH, VA
Phone(757) 834-7606
NotebookSEC #801-134316
Total AUM
$234.9M
Employees
6
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4669 SOUTH BLVD
STE 105
VIRGINIA BEACH
VA 23452
United States
Operating Hours
7:30 AM - 4:30 PM
Monday - Friday
Phone
(757) 834-7606

ReceiptFinancials

Total AUM
$234.9M
Accounts
898
Discretionary
$234.9M
Accounts
895
Non-Discretionary
$36.7K
Accounts
3

ContactClients

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Individual Clients
158
AUM
$56.1M
HNW Individual Clients
103
AUM
$174.8M
Pension/Profit Sharing Plan Clients
1
AUM
$3.4M
Charitable Organization Clients
1
AUM
$288.6K
Corporation or Business Clients
1
AUM
$295.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNHPATXVA

HandshakeAffiliates

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

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