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Alta Wealth Advisors LLC
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CRD # | 293675 |
SEC # | 801-112848 |
CIK # | 0001843826 |
AUM | $400.2 MM (2024-02-08) |
Employees | 5 (100% Investors, 100% Brokers) |
Phone | 781-404-6909 |
Address | 400 Tradecenter, Suite 4810 Woburn, MA 01801 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 8.4 | |
AAPL | 2,382,844.0 | 7.6 | |
SOPH | 216.0 | 6.5 | |
MSFT | 1,918,222.4 | 4.4 | |
COST | 207,576.9 | 3.9 | |
META | 434,852.0 | 3.4 | |
AMZN | 1,092,997.8 | 3.2 | |
GOOGL | 1,475,138.5 | 3.0 | |
LLY | 301,789.7 | 2.8 | |
AMD | 131,458.5 | 2.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 368 | 82.2 |
(b) Individuals (high net worth individuals) | 170 | 299.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 3 | 8.7 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 4 | 9.8 |
(n) Other | 0 | 0.0 |
Total | 1,033 | 400.2 |
By Discretionary | ||
Discretionary | 1,030 | 391.5 |
Non-Discretionary | 3 | 8.7 |
Total | 1,033 | 400.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 400.2 | |
Total | 1,033 | 400.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001843826] |
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