Altura Private Wealth LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents7%
- Other6%
Owners & executives
1 of 1
Justin Martin
CEO & Wealth AdvisorCRD 5423666
Contacts
1 of 1
Sean Martin
Advisory Billing SpecialistCRD 4744192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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