Alta Wealth Advisors LLC
Firm details
- Headquarters
- Woburn, Massachusetts
- CRD number
- 293675
- Registered since
- April 17, 2018
- Website
- www.altawealthadvisors.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.19%
- Individuals21.49%
- Corporations / Businesses1.86%
- Pension & Profit Sharing Plans0.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alta Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and operating since 2018. The firm is owner-operated and positions itself as a capital allocator serving both individual/family clients and institutional relationships. Its advisory model blends portfolio management and financial planning across households, small businesses and institutions, and the firm also lists services such as selection of other advisers and educational seminars. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Alta Wealth Advisors does not market itself as an active ESG investor. The firm identifies as an independent RIA rather than a multi-state or related adviser. Its ADV lists a range of advisory activities, including portfolio management and pension-related consulting services.
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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities21%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Vincenzo Stuto
Managing Partner and Chief Compliance OfficerCRD 4955851
Contacts
3 of 11
Anthony Depinto
Registered Client AssociateCRD 4092185
Francis Finn
Financial AdvisorCRD 2085030
Paul Brissenden
Managing PartnerCRD 5416621
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$292M in ETFs
96%
$281M
2%
$10.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $36.3M | 641,702 | 12.45% |
Location
Woburn, MA
Middlesex
Location
Woburn, MA
Headquartered in Woburn, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 300 Tradecenter
- Time zone
- ET (UTC-5)
- Office locations
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