Altura Wealth Advisors Inc.

RIASEC Registered

Total AUM

$250M

Discretionary

$229M

92% of AUM

Avg account

$244K

Accounts

1,027

Employees

12

Advisory reps

4

Firm details

Headquarters: Santa Clara, California
CRD number: 309501
Registered since: October 8, 2021
Website: www.jrfis.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI64.45%
Individuals35.55%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Altura Wealth Advisors Inc. is an independent, privately owned registered investment adviser that entered SEC registration in 2021. The firm operates as a corporation under individual ownership and focuses on serving individuals and families with financial planning and discretionary portfolio management for individuals and small businesses. Its client billing blends percentage-of-assets and hourly fees. Altura indicates engagement with ESG investing and maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 61

Active vs passive

$231M in ETFs

Passive

91%

$211M

Active

7%

$20.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD TOTAL BOND MARKET INDEX FUND (BND)	Vanguard	Passive	Intermediate Core Bond	$23.8M	339,953	10.31%

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Primary office

Santa Clara, CA

Santa Clara

Location

Santa Clara, CA

Headquartered in Santa Clara, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: Santa Clara
Address: 2005 De Lane Cruz 120 Blvd
Time zone: PT (UTC-8)
Office locations

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