Altura Private Wealth LLC

Overview

Altura Private Wealth LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers — signaling an allocator role alongside direct portfolio management. Its fee menu is mixed: percentage-of-AUM billing sits alongside fixed fees and performance-based arrangements. The firm is not an active ESG investor and does not identify as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives