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, SEC-registered registered investment adviser that began operating in 2018 and is organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational workshops. Alta charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm identifies itself as a capital allocator but does not position as an active ESG investor.
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 100Active vs passive
$339M in ETFs
96%
$325M
3%
$14.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $41.8M | 350,980 | 12.31% |
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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