Realta Equities, Inc.
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 23769
- Registered since
- February 24, 1989
- Website
- realtawealth.com
Firm profile
FINTRXOverview
Realta Equities, Inc. appears in FINTRX as a corporate advisory entity that has been SEC-registered since 1989. The platform flags its owner type as both a domestic entity and an individual and assigns a regulatory/business classification of "Unclassified." FINTRX also records that the firm is not a capital allocator, is not identified as an active ESG investor, and is not listed as a pension consultant, related adviser, or newly formed adviser. Publicly available fields for client base, fee structure, core business activities and advisory offerings are not populated in the source data. Because those items are blank in the record, there is limited detail on how Realta Equities positions itself to clients or the specific services and investment strategies it employs.
Assets & Accounts
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
Owners & executives
3 of 11
Vincent Annable
Founder and CEOCRD 1033573

Jay Porter
CEOCRD 1123708

Jacob Palmer
Chief Compliance OfficerCRD 2309603
Contacts
3 of 143Charles Sobel
RIACRD 5846500
Charles Lanza
Independent RepresentativeCRD 5864178

Daniel Foraker
Senior Vice PresidentCRD 5120702
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 1201 N Orange St
- Time zone
- ET (UTC-5)
- Office locations
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