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Alta Wealth Advisors LLC

● SEC registered since 2018CRD 293675SEC# 801-112848Woburn, MA
Export (members)
Reg. AUM
$495.5M
Employees
8
Accounts
1,203
Location
Woburn, MA

Alta Wealth Advisors LLC assets under management

Alta Wealth Advisors LLC is a registered investment adviser overseen by the SEC based in Woburn, MA. The firm has been registered since 2018. It reports $495.5 million in regulatory assets under management and employs 8 people.

Alta Wealth Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Bryan Parks ControlManaging Partner25-50%2018
Michael Dominic Viti ControlManaging Partner25-50%2018
Paul M Brissenden ControlManaging Partner25-50%2018
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Frequently asked questions

How much does Alta Wealth Advisors LLC manage?

Alta Wealth Advisors LLC reports $495.5 million in regulatory assets under management on its Form ADV.

How many employees does Alta Wealth Advisors LLC have?

Alta Wealth Advisors LLC reports 8 employees.

Where is Alta Wealth Advisors LLC located?

Alta Wealth Advisors LLC is based in Woburn, MA and has been SEC-registered since 2018.

Does Alta Wealth Advisors LLC disclose fund performance?

Alta Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Tradecenter, Suite 4810, Woburn, MA 01801
Phone(781) 404-6909
Fax(781) 995-2006
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$488.2M
Non-discretionary$7.2M
Total (RAUM)$495.5M