SANTA CLARA, CACRD 309501Latest ADV March 27, 2026
Altura Wealth Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Santa Clara, CA. Its latest Form ADV filing, dated March 27, 2026, reports $250M in regulatory assets under management, 12 employees, and 1,027 accounts.
Assets Under Management
$250M
Employees
12
Offices
--
Total Clients
448
Primary office
SANTA CLARA, CA
2005 DE LA CRUZ BLVD #120, SANTA CLARA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.6% of total clients.
Top client categories% of clientsClients
1
Individuals
84.6%
379
2
HNWI
15.4%
69
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of March 27, 2026
Discretionary91.5%
$229M
92% of total RAUM91.5%
Non-discretionary8.5%
$21M
8% of total RAUM8.5%
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$250M
Total Accounts1,027
10Y AUM Change+$145M (+137.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee37:1
10Y Employee Change+9 (+300.0%)
* 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.