Alta Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, education planning, and insurance. Financial planning was provided to 779 clients last fiscal year.
Alta Wealth Advisors reports 779 clients. They include 539 individual clients, 233 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 99.5% ($662M across 1,663 accounts) are managed with discretion; $3.06M across 2 accounts are not. A wrap fee program the firm both sponsors and manages holds $124M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 21% |
| High-net-worth individuals | 30% | 76% |
| Pension and profit-sharing plans | <1% | <1% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 539 | $143M | 21.5% | $265K |
| High-net-worth individuals | 233 | $506M | 76.2% | $2.17M |
| Pension and profit-sharing plans | Fewer than 5 | $3.06M | 0.5% | $1.53M |
| Corporations and other businesses | 5 | $12.3M | 1.9% | $2.47M |
| Total | 779 | $665M | 100% | — |
- Clients
- 539
- Regulatory AUM
- $143M
- AUM share
- 21.5%
- Avg. per client
- $265K
- Clients
- 233
- Regulatory AUM
- $506M
- AUM share
- 76.2%
- Avg. per client
- $2.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.06M
- AUM share
- 0.5%
- Avg. per client
- $1.53M
- Clients
- 5
- Regulatory AUM
- $12.3M
- AUM share
- 1.9%
- Avg. per client
- $2.47M
Total
- Clients
- 779
- Regulatory AUM
- $665M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 779
Alta Wealth Advisors charges 0.75%–2.00% a year for its Portfolio Management and Selection of Other Advisers Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial plans are priced at a fixed fee of $250 to $2,500 or an hourly fee of $150 to $350.
- Pension consulting
- Pension consulting is asset-based at 1.00% to 0.50% of assets, or a fixed fee of $250 to $2,500 for creating plans.
Vincenzo Stuto owns 25% to 50% of Alta Wealth Advisors. It has 15 employees.
Staff
- 15 employees
- 15 in advisory functions
- 10 state-registered reps
- 12 broker-dealer reps
- 10 insurance agents
- Owns 25% to 50% of Alta Wealth Advisors LLC
Vincenzo Stuto
Control person · since February 2018
- Owns 25% to 50% of Alta Wealth Advisors LLC
Bryan Parks
Control person · since February 2018
- Owns 25% to 50% of Alta Wealth Advisors LLC
Paul Brissenden
Control person · since February 2018
- Owns 25% to 50% of Alta Wealth Advisors LLC
Michael Viti
Control person · since February 2018
Alta Wealth Advisors’ regulatory assets grew 2.9× from $232M (January 2021) to $665M (June 2026); clients rose from 352 to 779 and employees from 5 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $665M | 779 | 15 | 1 |
| Feb 2025February 2025 | $495M | 575 | 8 | 1 |
| Feb 2024February 2024 | $400M | 545 | 5 | 1 |
| Feb 2023February 2023 | $309M | 519 | 5 | 1 |
| Feb 2022February 2022 | $314M | 482 | 5 | 1 |
| Jan 2021January 2021 | $232M | 352 | 5 | 1 |
Besides its headquarters, Alta Wealth Advisors has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 300 Tradecenter, Suite 5700, WoburnHQ
Contact and registration details
- Legal name
- Alta Wealth Advisors LLC
- Headquarters
- 300 Tradecenter, Suite 5700, Woburn, MA 01801
- Website
- altawealthadvisors.com
- Phone
- 781-404-6909
- SEC file
- 801-112848
- Founded
- 2018
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Alta Wealth Advisors’ named custodian for separately managed accounts is LPL Financial ($662M). Alta Wealth Advisors does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $662M100%
At year end, Alta Wealth Advisors’ separately managed accounts were mostly in funds (71%) and stocks (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $369M across 170 positions; the largest are SPDR Series Trust (11.3%), SPDR Series Trust (10.8%) and SPDR Series Trust (5.4%).
What the accounts hold
- Stocks21%
- Funds71%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
- Other2%
- Derivatives1%
- Variable annuities1%
How many clients does Alta Wealth Advisors have?
Alta Wealth Advisors has 779 clients and manages $665 million for them, as of June 2026. They include 539 individual clients, 233 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 June 2026
What services does Alta Wealth Advisors offer?
Alta Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Alta Wealth Advisors charge?
Alta Wealth Advisors charges 0.75%–2.00% a year for its Portfolio Management and Selection of Other Advisers Fees. The fee is billed in advance and is negotiable.
Source: ADV PART 2A-ALTA WEALTH ADVISORS LLC, filed 26 June 2026
Which custodians does Alta Wealth Advisors use?
Alta Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $662M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 June 2026
How many financial advisors does Alta Wealth Advisors have?
Alta Wealth Advisors has 10 investment adviser representatives registered with state securities authorities, out of 15 employees, and 15 perform investment advisory functions. 12 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Alta Wealth Advisors invest in?
At the end of its last fiscal year, Alta Wealth Advisors’ separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 2% U.S. government and agency bonds, 2% cash and equivalents, 1% state and local bonds, 1% investment grade corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Alta Wealth Advisors?
Alta Wealth Advisors’ direct owners are Vincenzo Stuto, Bryan Parks, Paul Brissenden and Michael Viti, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 June 2026
How does Alta Wealth Advisors get paid?
Alta Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Alta Wealth Advisors?
Alta Wealth Advisors’ main office is at 300 Tradecenter, Suite 5700, Woburn, MA 01801. Its phone number is 781-404-6909. Its website is altawealthadvisors.com.