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Building 2ALTURA PRIVATE WEALTH LLC

Map pinCENTERVILLE, UT
Phone801-574-0308
NotebookSEC #801-136502
Total AUM
$129.1M
Employees
6
Clients
347

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
839 CAMILLE CIR
CENTERVILLE
UT 84014
United States
Operating Hours
9-5
Monday - Friday
Phone
801-574-0308

ReceiptFinancials

Total AUM
$129.1M
Accounts
870
Discretionary
$129.1M
Accounts
870
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
290
AUM
$66.3M
HNW Individual Clients
26
AUM
$31.2M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
7
AUM
$29.2M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
18
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILKYLAMIMNNCNVORPATNTXUTWA

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

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