ALTURA WEALTH ADVISORS
Firm details
- Headquarters
- VIRGINIA BEACH, Virginia
- CRD number
- 337998
- Registered since
- September 30, 2025
- 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 registered investment adviser organized as an LLC and SEC-registered in 2025. The firm identifies as a capital allocator serving individual and family clients, charging a mix of percentage-of-AUM and fixed fees. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Altura does not present itself as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Contacts
3 of 4Roger Crook
Co-FounderCRD 5667037
Rachel Wren
Director of OperationsCRD 2819174
REPP LAMBERT
Co-FounderCRD 2816247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$229M in ETFs
95%
$218M
5%
$11.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $39.6M | 60,680 | 17.30% |
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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