Realta Equities, Inc.
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 23769
- Registered since
- February 24, 1989
- Website
- realtawealth.com
Firm profile
FINTRXOverview
Realta Equities, Inc. is organized as a corporation and has been SEC-registered since 1989. The firm is listed as owned by a combination of a domestic entity and an individual. Public disclosures for the firm are limited: it is classified as "Unclassified" in available records and does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. No substantive detail about the firm’s advisory activities, client segments, or fee structure is reported in the source material.
Assets & Accounts
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
Owners & executives
3 of 11
Jason Tuzinkewich
Chief Operations OfficerCRD 7473534

Emily Reitan
COOCRD 5209812

Jacob Palmer
Chief Compliance OfficerCRD 2309603
Contacts
3 of 141
Stephen Lovell
Registered RepresentativeCRD 2146222

Richard Toban
Financial AdvisorCRD 6033185
Michael Taromina
Registered RepresentativeCRD 8039082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 1201 N Orange St
- Time zone
- ET (UTC-5)
- Office locations
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