ALTA WEALTH ADVISORS LLC

400 Tradecenter, Suite 4810
Woburn, Massachusetts 01801
Tel: 781-404-6909

About ALTA WEALTH ADVISORS LLC

ALTA WEALTH ADVISORS LLC, formally registered with the SEC as ALTA WEALTH ADVISORS LLC. The firm was established in 04/17/2018. They have over 1 offices throughout the country.

ALTA WEALTH ADVISORS LLC is a Woburn, Massachusetts based Financial Planning firm with nearly $495,478,972 assets under management, offering retirement planning & investment advisory services to 1203 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	293675
SEC#	801-112848
Assets Managed by Firm	$495,478,972
No. of Clients	1203
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1203	$495,478,972
Individuals (other than high net worth individuals)	386	$95,558,977
High net worth individuals	182	$382,235,908
Pension and profit sharing plans	3	$7,233,340
Corporations or other businesses	4	$10,450,747

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