Alta Wealth Advisors LLC

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Assets, Funds, Holdings

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Alta Wealth Advisors LLC
CRD #293675
SEC #801-112848
CIK #0001843826
AUM $400.2 MM (2024-02-08)
Employees 5 (100% Investors, 100% Brokers)
Phone781-404-6909
Address400 Tradecenter, Suite 4810
Woburn, MA 01801
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4503602701809002009201420192025
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 ($MM)
2502001501005002020202120232025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001843826]
Comparable Firms State AUM ($BB)
Parkview Ltd
0.4
Ryan Wealth Management Inc
CA 0.4
Adaptive Financial Consulting LLC
OH 0.4
Ifrah Financial Services Inc
AR 0.4
Harbor Advisory Corporation
NH 0.4
Cloud Capital LLC
OK 0.4
Savvy Advisors Inc
NY 0.4
Cypress Capital LLC
TN 0.4
SPG Advisors LLC
WA 0.4
Wealth Advisors of Iowa LLC
IA 0.4
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