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Firm profile

Realta Investment Advisors, Inc.

WILMINGTON, DECRD 134952Latest ADV March 13, 2026

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 employees, 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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJacob D. Palmer

Advisory services offered

6 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.