Altura Wealth Advisors

RIASEC RegisteredEst. 2025
Total AUM
$235M
Discretionary
$235M
100% of AUM
Avg account
$262K
Accounts
898
Employees
6
Advisory reps
4

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

FINTRX

Overview

Altura Wealth Advisors is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm serves individual and family clients and operates as a capital allocator—selecting and allocating to third-party managers in addition to managing client portfolios directly. Its fee model combines percentage-of-AUM fees with fixed-fee engagements. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Public Funds/Mutual Funds 6%, Cash & Cash Equivalents 6%, US Government Bonds 1%87%
  • Exchange Traded Equities87%
  • Public Funds/Mutual Funds6%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%

Contacts

3 of 4
  • Roger Crook

    Roger Crook

    Co-FounderCRD 5667037

  • Repp Lambert

    Repp Lambert

    Co-FounderCRD 2816247

  • Rachel Wren

    Rachel Wren

    Director of OperationsCRD 2819174

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$261M in ETFs

Passive

96%

$250M

Active

4%

$11M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$46.9M62,58617.93%
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Location

Primary office

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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