Alturas Wealth Management, LLC

Overview

Alturas Wealth Management, LLC is an independent registered investment adviser that entered SEC registration in 2019 and operates with an individual owner structure. The firm serves individuals and families, and it centers its business on financial planning and portfolio management for individual clients and small businesses. Its fee model mixes a percentage of assets under management with hourly charges, which supports both ongoing investment oversight and one-off planning engagements. Investment activity is weighted toward pooled public funds rather than hands-on security selection. The adviser is not an active ESG investor, is not positioned as a capital allocator, and does not act as a pension consultant. Its reported industry affiliation is with accounting professionals, which suggests tax-aware planning and coordination with outside accountants is part of the client service model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices