Altavista Wealth Management Inc
- Assets, Funds, Holdings
| Altavista Wealth Management Inc
|
| CRD # | 122326 |
| SEC # | 801-62511 |
| CIK # | 0001434981 |
| AUM |
|
| Employees |
10 (60% Investors, 0% Brokers)
|
| Phone | 828-684-2600 |
| Address | 4 Vanderbilt Park Drive
Asheville, NC 28803 |
| Source |
[IAPD]
[EDGAR]
[Website] [Facebook] [Instagram]
|
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Total AUM ($MM)
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Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
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| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
242
|
588.2 |
| (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 |
1 |
2.1 |
| (h) Charitable organizations |
2 |
11.3 |
| (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 |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
927 |
601.5 |
| By Discretionary |
| Discretionary |
925 |
592.9 |
| Non-Discretionary |
2 |
8.6 |
| Total |
927 |
601.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
601.5 |
| Total |
927 |
601.5 |
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False
93235952