ALTURA WEALTH ADVISORS INC.
Firm details
- Headquarters
- SANTA CLARA, California
- CRD number
- 309501
- Registered since
- October 8, 2021
- Website
- www.jrfis.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI64.45%
- Individuals35.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Altura Wealth Advisors Inc. is an independent registered investment adviser serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm is structured as a corporation owned by an individual and has been SEC-registered since 2021. Its fee model combines asset-based fees and hourly charges. The adviser identifies as an active ESG investor and maintains an affiliation with an insurance company, which can shape product availability and planning solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
3 of 4Peter Bradshaw
Investment Advisory RepresentativeCRD 6997508
Arslan Bahler
CRD 6903770
Gage Campbell
Financial AdvisorCRD 7939683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$179M in ETFs
93%
$165M
7%
$13.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $18.8M | 255,450 | 10.53% |
Location
SANTA CLARA, CA
SANTA CLARA
Location
SANTA CLARA, CA
Headquartered in SANTA CLARA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 2005 De Lane Cruz 120 Blvd
- Time zone
- PT (UTC-8)
- Office locations
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