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| Alta Wealth Advisors LLC
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|---|---|
| CRD # | 293675 |
| SEC # | 801-112848 |
| CIK # | 0001843826 |
| AUM | 664.6 M (2026-06-26) |
| Employees | 15 (100% Investors, 80% Brokers) |
| Fees | |
| Minimum | |
| Phone | 781-404-6909 |
| Address | 300 Tradecenter, Suite 5700 Woburn, MA 01801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.0 | ||
| Apple Inc | 9.8 | ||
| Sophia Genetics Sa | 7.0 | ||
| Alphabet Inc | 5.3 | ||
| Microsoft Corp | 4.3 | ||
| Amazon Com Inc | 4.2 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Facebook Inc | 4.0 | ||
| Costco Wholesale Corp /NEW | 3.1 | ||
| Lam Research Corp | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 539 | 142.8 |
| (b) Individuals (high net worth individuals) | 233 | 506.4 |
| (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 | 2 | 3.1 |
| (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 | 5 | 12.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,665 | 664.6 |
| By Discretionary | ||
| Discretionary | 1,663 | 661.6 |
| Non-Discretionary | 2 | 3.1 |
| Total | 1,665 | 664.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 664.6 | |
| Total | 1,665 | 664.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843826] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
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