VIRGINIA BEACH, VACRD 337998Latest ADV April 10, 2026
Altura Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated April 10, 2026, reports $235M in regulatory assets under management, 6 employees, and 898 accounts.
Assets Under Management
$235M
Employees
6
Offices
--
Total Clients
261
Primary office
VIRGINIA BEACH, VA
4669 SOUTH BLVD, STE 105, VIRGINIA BEACH, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.5% of total clients.
Top client categories% of clientsClients
1
Individuals
60.5%
158
2
HNWI
39.5%
103
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of April 10, 2026
Discretionary100.0%
$235M
100% of total RAUM100.0%
Non-discretionary0.0%
$37K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$235M
Total Accounts898
10Y AUM Change+$235M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* 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.