Altura Wealth Advisors
Firm details
- Headquarters
- Virginia Beach, Virginia
- CRD number
- 337998
- Registered since
- September 30, 2025
- Website
- alturawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.42%
- Individuals23.89%
- Pension & Profit Sharing Plans1.44%
- Corporations / Businesses0.13%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Altura Wealth Advisors is an independent, limited liability advisory firm that positions itself as a capital allocator for individual and family clients. The firm is SEC-registered (registration year 2025) and combines fee models tied to assets under management with fixed-fee engagements. Service lines listed include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third-party advisers. Ownership is a mix of domestic-entity and individual stakeholders. The firm reports it is not an active ESG investor and operates as a single-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$271M in ETFs
95%
$259M
5%
$12.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $50.7M | 66,258 | 18.70% |
Location
Virginia Beach, VA
Virginia Beach City
Location
Virginia Beach, VA
Headquartered in Virginia Beach, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Virginia Beach City
- Address
- 4669 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
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