Alphavista Asset Management LLC
RIAState Registered
Total AUM
$7M
Discretionary
$7M
100% of AUM
Avg account
$1.8M
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329866
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.71%
- Individuals4.29%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Alphavista Asset Management LLC is an independent, owner-operated RIA that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and serves a small, private client base made up of individuals and families. Alphavista does not identify as an active ESG investor and is not registered as a multi-state adviser; it operates as a limited liability company and is run by an individual owner.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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