Altura Private Wealth LLC

RIASEC Registered
Total AUM
$129M
Discretionary
$129M
100% of AUM
Avg account
$148K
Accounts
870
Employees
6
Advisory reps
2

Firm details

Headquarters
Centerville, Utah
CRD number
340533
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Individuals51.37%
  • HNWI24.14%
  • Pension & Profit Sharing Plans22.61%
  • Corporations / Businesses1.89%

Firm profile

FINTRX

Overview

Altura Private Wealth LLC is an individually owned investment adviser that serves both individual and family clients as well as institutional clients. The firm charges a mix of fee arrangements — percentage of assets under management, fixed fees, and performance-based fees — and, according to available filings, its assets are managed on a discretionary basis. Altura is not identified as an active ESG investor and is not classified as a multi-state adviser in the snapshot data. The firm is listed under a general industry affiliation as an investment adviser.

Assets & Accounts

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Public Funds/Mutual Funds 39%, Cash & Cash Equivalents 7%, Other 6%48%
  • Exchange Traded Equities48%
  • Public Funds/Mutual Funds39%
  • Cash & Cash Equivalents7%
  • Other6%

Owners & executives

1 of 1
  • Justin Martin

    Justin Martin

    CEO & Wealth AdvisorCRD 5423666

Contacts

1 of 1
  • Sean Martin

    Sean Martin

    Advisory Billing SpecialistCRD 4744192

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Centerville, UT

Davis

Location

Centerville, UT

Headquartered in Centerville, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Davis
Address
839 Camille Cir
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth