Realta Investment Advisors, Inc
● SEC registered since 2007CRD 134952SEC# 801-68000Wilmington, DE
Reg. AUM
$385.4M
Employees
61
Accounts
1,231
Location
Wilmington, DE
Realta Investment Advisors, Inc assets under management
Realta Investment Advisors, Inc is an SEC-registered investment adviser based in Wilmington, DE. The firm has been registered since 2007. It reports $385.4 million in regulatory assets under management and employs 61 people.
Realta Investment Advisors, Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Daniel Palmer Control | Chief Compliance Officer | Under 5% | 2025 |
| Orange Street Holdings Inc Control | Shareholder | Over 75% | 2012 |
| Cameron Financial Holdings LLC Control | Shareholder | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Realta Investment Advisors, Inc manage?
Realta Investment Advisors, Inc reports $385.4 million in regulatory assets under management on its Form ADV.
How many employees does Realta Investment Advisors, Inc have?
Realta Investment Advisors, Inc reports 61 employees.
Where is Realta Investment Advisors, Inc located?
Realta Investment Advisors, Inc is based in Wilmington, DE and has been SEC-registered since 2007.
Does Realta Investment Advisors, Inc disclose fund performance?
Realta Investment Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1201 N. Orange Street, Suite 729, Wilmington, DE 19801 |
| Phone | 888-657-5200 |
| Fax | 302-250-4731 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$385.4M▼ 52%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$385.4Mregulatory AUM
Discretionary $237.5MNon-discretionary $147.9M