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ALTAVISTA WEALTH MANAGEMENT, INC.
ASHEVILLE, NC
828-684-2600
SEC #801-62511Total AUM
$601.5M
Employees
10Clients
245Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4 VANDERBILT PARK DRIVE
SUITE 310
ASHEVILLE
NC 28803
United States
SUITE 310
ASHEVILLE
NC 28803
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
828-684-2600
Other Offices
1
Financials
Total AUM
$601.5M
Accounts
927Discretionary
$592.9M
Accounts
925Non-Discretionary
$8.6M
Accounts
2
Clients
HNW Individual Clients
242AUM
$588.2M
Pension/Profit Sharing Plan Clients
1AUM
$2.1M
Charitable Organization Clients
2AUM
$11.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES, FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FAMILY OFFICE SERVICE
Compliance
Disclosures
None reported
State Registrations
GALANCSCTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.