Alta Strada Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 337545
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI77.85%
- Individuals22.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alta Strada Wealth Management is an independent, owner-operated RIA that serves individual and family clients. The firm functions as a capital allocator, directing client capital into third-party managers as well as traditional portfolios. Its advisory offering spans financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee, and other pricing formats. The firm identifies as an active ESG investor in its processes.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds73%
- Exchange Traded Equities18%
- Private Funds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Tyler Woods
Managing Partner and Chief Compliance OfficerCRD 6633341
Contacts
1 of 1
Norman Auger
PartnerCRD 2434378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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