Alta Wealth Advisors LLC
● SEC registered since 2018CRD 293675SEC# 801-112848Woburn, MA
Reg. AUM
$664.6M
Employees
15
Accounts
1,665
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 $664.6 million in regulatory assets under management and employs 15 people.
Alta Wealth Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Parks Control | Managing Partner | 25-50% | 2018 |
| Michael Dominic Viti Control | Managing Partner | 25-50% | 2018 |
| Paul M Brissenden Control | Managing Partner | 25-50% | 2018 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Alta Wealth Advisors LLC manage?
Alta Wealth Advisors LLC reports $664.6 million in regulatory assets under management on its Form ADV.
How many employees does Alta Wealth Advisors LLC have?
Alta Wealth Advisors LLC reports 15 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
| Address | 300 Tradecenter, Suite 5700, Woburn, MA 01801 |
| Phone | (781) 404-6909 |
| Fax | (781) 995-2006 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$664.6M▲ 34%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$664.6Mregulatory AUM
Discretionary $661.6MNon-discretionary $3.1M