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. is organized as a corporation that has been SEC-registered since 1989. The firm’s ownership is described as a combination of a domestic entity and an individual, and its classification is listed as unclassified. The snapshot data indicate it is not designated as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser. It is also not identified as a pension consultant or a related adviser. The firm did not provide details about its advisory activities, client types, fee models, or specific business lines.
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 145Charles 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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