|
⚲
|
| Keyboard |
| Realta Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 134952 |
| SEC # | 801-68000 |
| CIK # | 0001776792 |
| AUM | 385.4 M (2026-03-13) |
| Employees | 61 (89% Investors, 95% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-657-5200 |
| Address | 1201 N Orange Street Wilmington, DE 19801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 23.0 | ||
| Nvidia Corp | 18.7 | ||
| Amazon Com Inc | 10.8 | ||
| Alphabet Inc | 9.9 | ||
| Tesla Motors Inc | 7.2 | ||
| First Majestic Silver Corp | 7.1 | ||
| Broadcom Inc | 6.0 | ||
| Palantir Technologies Inc | 5.3 | ||
| CrowdStrike Holdings Inc | 5.3 | ||
| Microsoft Corp | 5.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 835 | 175.9 |
| (b) Individuals (high net worth individuals) | 378 | 202.5 |
| (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 | 11 | 6.4 |
| (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 | 7 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,231 | 385.4 |
| By Discretionary | ||
| Discretionary | 704 | 237.5 |
| Non-Discretionary | 527 | 147.9 |
| Total | 1,231 | 385.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 384.3 | |
| Total | 1,231 | 385.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001776792] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vermillion Financial Advisors Inc
✚
|
IL | 386.7 M |
|
Canter Strategic Wealth Management LLC
✚
|
CA | 386.5 M |
|
Alternative Investment Advisors LLC
✚
|
FL | 385.9 M |
|
Elevate Wealth Advisory Inc
✚
|
GA | 385.5 M |
|
Wealth Management Resources Inc
✚
|
RI | 385.2 M |
|
Vista Investment Partners II LLC
✚
|
IN | 383.1 M |
|
The Strategic Financial Alliance Inc
✚
|
GA | 382.0 M |
|
Wolff Wiese Magana LLC
✚
|
CA | 381.8 M |
|
Pecaut & Co
✚
|
IA | 381.8 M |
|
IMS Capital Management LLC
✚
|
OR | 380.9 M |