Alta Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woburn, MA. Its latest Form ADV filing, dated March 3, 2026, reports $665M in regulatory assets under management, 15 employees, and 1,665 accounts.
Assets Under Management
$665M
Employees
15
Offices
--
Total Clients
779
Primary office
WOBURN, MA
400 TRADECENTER, SUITE 4810, WOBURN, MA, United States
Top client segmentIndividuals represent 69.2% of total clients.
Top client categories% of clientsClients
1
Individuals
69.2%
539
2
HNWI
29.9%
233
3
Corporations
0.6%
5
4
Pension Plans
0.3%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$665Mas of March 3, 2026
Discretionary99.5%
$662M
100% of total RAUM99.5%
Non-discretionary0.5%
$3M
0% of total RAUM0.5%
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$665M
Total Accounts1,665
10Y AUM Change+$665M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee52:1
10Y Employee Change+11 (+275.0%)
* 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.