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| Keyboard |
| Altura Private Wealth LLC
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|---|---|
| CRD # | 340533 |
| SEC # | 801-136502 |
| CIK # | |
| AUM | 129.1 M (2026-06-02) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-574-0308 |
| Address | 839 Camille Cir Centerville, UT 84014 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 290 | 66.3 |
| (b) Individuals (high net worth individuals) | 26 | 31.2 |
| (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 | 7 | 29.2 |
| (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 | 18 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 870 | 129.1 |
| By Discretionary | ||
| Discretionary | 870 | 129.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 870 | 129.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.1 | |
| Total | 870 | 129.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arnold Castellano and Associates LLC
✚
|
LA | 129.5 M |
|
Burnham & Company LLC
✚
|
MI | 129.5 M |
|
Equilibrium Wealth LLC
✚
|
129.5 M | |
|
Sklar Capital Advisors LLC
✚
|
NM | 129.4 M |
|
Genereux Investment Management Inc
✚
|
129.3 M | |
|
Attleboro Wealth Management LLC
✚
|
PA | 129.3 M |
|
Marcus Capital LLC
✚
|
IL | 129.2 M |
|
Ralicki & Company PA
✚
|
FL | 129.0 M |
|
Mariva Global Asset Management LLC
✚
|
FL | 129.0 M |
|
HOLM & Cawley Financial Group LLC
✚
|
NV | 128.8 M |