Altura Wealth Advisors Inc.

Overview

Altura Wealth Advisors Inc. is an independent, SEC-registered advisory firm organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee model mixes a percentage-of-assets billing with hourly charges. Altura identifies as an active ESG investor and maintains an industry affiliation with an insurance company. Altura registered with the SEC in 2021 and positions itself as a boutique wealth manager rather than a capital allocator or pension consultant. The firm reports not operating as a multi-state adviser or as a related adviser to another registered entity.

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Public Holdings

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Location & Offices