Alturas Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 304531
- Registered since
- August 29, 2019
- Website
- www.alturaswm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.38%
- Individuals23.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alturas Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, charging clients through a percentage-of-AUM model and, in some cases, hourly fees. It reports state registrations in Idaho, Oregon and Washington and is described as a newly formed adviser. The practice maintains a working relationship with accounting professionals as an industry affiliation.
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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities18%
- Cash & Cash Equivalents9%
- State & Local Bonds2%
Contacts
2 of 2
Melissa Lowther
OwnerCRD 5752281
Roberta Newhouse
Financial Advisor and Registered RepresentativeCRD 5143190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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