Altura Private Wealth LLC

RIASEC RegisteredEst. 2026
Total AUM
$129M
Discretionary
$129M
100% of AUM
Avg account
$148K
Accounts
870
Employees
6
Advisory reps
3

Firm details

Headquarters
Centerville, Utah
CRD number
340533
Registered since
August 18, 2026
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Individuals51.37%
  • HNWI24.14%
  • Pension & Profit Sharing Plans22.61%
  • Corporations / Businesses1.89%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Altura Private Wealth LLC is an individually owned investment adviser that serves both individual and family clients as well as institutional clients. The firm charges a mix of fee arrangements — percentage of assets under management, fixed fees, and performance-based fees — and, according to available filings, its assets are managed on a discretionary basis. Altura is not identified as an active ESG investor and is not classified as a multi-state adviser in the snapshot data. The firm is listed under a general industry affiliation as an investment adviser.

Assets & Accounts

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Public Funds/Mutual Funds 39%, Cash & Cash Equivalents 7%, Other 6%48%
  • Exchange Traded Equities48%
  • Public Funds/Mutual Funds39%
  • Cash & Cash Equivalents7%
  • Other6%

Owners & executives

1 of 1
  • Justin Martin

    Justin Martin

    CEO & Wealth AdvisorCRD 5423666

Contacts

2 of 2
  • Sean Martin

    Sean Martin

    Advisory Billing SpecialistCRD 4744192

  • Lincoln West

    Lincoln West

    Wealth AdvisorCRD 7701990

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Centerville, UT

Davis

Location

Centerville, UT

Headquartered in Centerville, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Davis
Address
839 Camille Cir
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth