Altura Wealth Advisors
Firm details
- Headquarters
- Virginia Beach, Virginia
- CRD number
- 337998
- Registered since
- September 30, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.42%
- Individuals23.89%
- Pension & Profit Sharing Plans1.44%
- Corporations / Businesses0.13%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Altura Wealth Advisors is an independent registered investment adviser structured as an LLC and listed as SEC-registered in 2025. The firm serves individual and family clients and describes itself as a capital allocator, blending portfolio management with financial planning. Its fee model blends percentage-of-assets and fixed-fee engagements. Core advisory activities flagged on the ADV include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services; the ADV also indicates the firm does not identify as a pension consultant. Altura does not position itself as an active ESG investor and is not listed as a multi-state adviser on the available records.
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
- Exchange Traded Equities87%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Contacts
3 of 4
Roger Crook
Co-FounderCRD 5667037
Rachel Wren
Director of OperationsCRD 2819174
Repp Lambert
Co-FounderCRD 2816247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$261M in ETFs
96%
$250M
4%
$11M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $46.9M | 62,586 | 17.93% |
Location
Virginia Beach, VA
Virginia Beach City
Location
Virginia Beach, VA
Headquartered in Virginia Beach, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Virginia Beach City
- Address
- 4669 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
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