Altura Private Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Altura Private Wealth reports 341 clients. They include 290 individual clients, 26 high-net-worth individuals, and 18 corporations and other businesses. Of its assets, 100.0% ($129M across 870 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 51% |
| High-net-worth individuals | 8% | 24% |
| Banking or thrift institutions | Fewer than 5 | 0% |
| Pension and profit-sharing plans | 2% | 23% |
| Charitable organizations | Fewer than 5 | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | 5% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 290 | $66.3M | 51.4% | $229K |
| High-net-worth individuals | 26 | $31.2M | 24.1% | $1.2M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | 7 | $29.2M | 22.6% | $4.17M |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | 18 | $2.43M | 1.9% | $135K |
| Total | 341 | $129M | 100% | — |
- Clients
- 290
- Regulatory AUM
- $66.3M
- AUM share
- 51.4%
- Avg. per client
- $229K
- Clients
- 26
- Regulatory AUM
- $31.2M
- AUM share
- 24.1%
- Avg. per client
- $1.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 7
- Regulatory AUM
- $29.2M
- AUM share
- 22.6%
- Avg. per client
- $4.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 18
- Regulatory AUM
- $2.43M
- AUM share
- 1.9%
- Avg. per client
- $135K
Total
- Clients
- 341
- Regulatory AUM
- $129M
- 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
- 0
Altura Private Wealth is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
It has 6 employees, 4 of them in advisory roles.
Leadership
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 insurance agents
Besides its headquarters, Altura Private Wealth has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 839 Camille Cir, CentervilleHQ
Contact and registration details
- Legal name
- Altura Private Wealth LLC
- Headquarters
- 839 Camille Cir, Centerville, UT 84014
- Website
- alturapw.com
- Phone
- 801-574-0308
- SEC file
- 801-136502
- Structure
- Utah LLC
- Fiscal year end
- December
Altura Private Wealth does not have custody of client assets.
At year end, Altura Private Wealth’s separately managed accounts were largely in stocks (48%) and funds (39%).
What the accounts hold
- Stocks48%
- Funds39%
- Cash7%
- Other6%
- Structured notes6%
How many clients does Altura Private Wealth have?
Altura Private Wealth has 341 clients and manages $129 million for them, as of July 2026. They include 290 individual clients, 26 high-net-worth individuals, and 18 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does Altura Private Wealth offer?
Altura Private Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Altura Private Wealth have?
Altura Private Wealth has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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 Altura Private Wealth invest in?
At the end of its last fiscal year, Altura Private Wealth’s separately managed accounts held 48% exchange-traded equities, 39% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents and 6% other. The 6% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Altura Private Wealth get paid?
Altura Private Wealth is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions 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 Altura Private Wealth?
Altura Private Wealth’s main office is at 839 Camille Cir, Centerville, UT 84014. Its phone number is 801-574-0308. Its website is alturapw.com.