Altura Wealth Advisors Inc.
● SEC registered since 2021CRD 309501SEC# 801-122486Santa Clara, CA
Reg. AUM
$250.1M
Employees
12
Accounts
1,027
Location
Santa Clara, CA
Altura Wealth Advisors Inc. assets under management
Altura Wealth Advisors Inc. is an investment advisory firm registered with the SEC based in Santa Clara, CA. The firm has been registered since 2021. It reports $250.1 million in regulatory assets under management and employs 12 people.
Altura Wealth Advisors Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Thomas Christian | Chief Marketing Officer | Under 5% | 2022 |
| James Robert Rukstalis Control | President & Chief Compliance Officer | Over 75% | 2020 |
| Timothy Michael Hoffart | Chief Financial Officer | Under 5% | 2025 |
Frequently asked questions
How much does Altura Wealth Advisors Inc. manage?
Altura Wealth Advisors Inc. reports $250.1 million in regulatory assets under management on its Form ADV.
How many employees does Altura Wealth Advisors Inc. have?
Altura Wealth Advisors Inc. reports 12 employees.
Where is Altura Wealth Advisors Inc. located?
Altura Wealth Advisors Inc. is based in Santa Clara, CA and has been SEC-registered since 2021.
Does Altura Wealth Advisors Inc. disclose fund performance?
Altura Wealth Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2005 de la Cruz Blvd #120, Santa Clara, CA 95050 |
| Phone | 408-642-1322 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$250.1M▲ 48%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$250.1Mregulatory AUM
Discretionary $228.9MNon-discretionary $21.2M