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 with ownership noted as a mix of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and the snapshot does not list conventional markers of an investment advisory business such as a disclosed fee structure, stated advisory activities, or stated client segments. The record flags the firm as not a capital allocator and not an active ESG investor. The available profile contains limited operational detail: it does not identify pension consulting, related-adviser relationships, or multi-state adviser status in the way those fields are captured in the snapshot. No business lines, investment preferences, or manager allocation interests are provided in the source material.
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

Kenneth Boyd
Team Founder & CEOCRD 2156704

Jay Porter
CEOCRD 1123708
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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