Realta Investment Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated March 13, 2026, reports $385M in regulatory assets under management, 61 employee, 28 offices, and 1,231 accounts.
Assets Under Management
$385M
Employees
61
Offices
28 offices
Total Clients
1,231
Primary office
WILMINGTON, DE
1201 N. ORANGE STREET, SUITE 729, WILMINGTON, DE, United States
Top client segmentIndividuals represent 67.8% of total clients.
Top client categories% of clientsClients
1
Individuals
67.8%
835
2
HNWI
30.7%
378
3
Pension Plans
0.9%
11
4
Corporations
0.6%
7
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$385Mas of March 13, 2026
Discretionary61.6%
$238M
62% of total RAUM61.6%
Non-discretionary38.4%
$148M
38% of total RAUM38.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$385M
Total Accounts1,231
10Y AUM Change+$108M (+38.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees61
Clients per Employee20:1
10Y Employee Change+17 (+38.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.