{"url":"https://nivawealth.com/firms/altura-private-wealth-340533","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/340533","regulatoryAum":129121463,"crd":"340533","secFileNumber":"801-136502","legalName":"Altura Private Wealth LLC","displayName":"Altura Private Wealth","slug":"altura-private-wealth-340533","website":"https://alturapw.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"839 Camille Cir","city":"Centerville","state":"UT","stateName":"Utah","country":"United States","postalCode":"84014"},"tradeNames":[],"registration":{"secApproved":"18 August 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":308521.2658227848,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":129121463,"discretionary":129121463,"discretionaryAccounts":870,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":290,"regulatoryAum":66324325},{"label":"High-net-worth individuals","clients":26,"regulatoryAum":31168395},{"label":"Banking or thrift institutions","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Pension and profit-sharing plans","clients":7,"regulatoryAum":29194445},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"State or municipal government entities","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Other investment advisers","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Insurance companies","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Corporations and other businesses","clients":18,"regulatoryAum":2434298}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T18:14:33.142137+00:00","documents":[{"name":"ALTURA PRIVATE WEALTH BROCHURE 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045196","versionId":1045196,"submittedOn":"2026-05-15"}]},"custodians":[],"custodyNote":"Altura Private Wealth does not have custody of client assets.","otherCustodians":[],"leadership":[],"ownership":[],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Utah","offices":1,"addresses":[{"street":"839 Camille Cir","city":"Centerville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"801-574-0308","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":48},{"label":"Securities issued by registered investment companies or business development companies","percent":39},{"label":"Cash and cash equivalents","percent":7},{"label":"Other","percent":6,"detail":"Structured Notes"}],"privateFunds":0},"sources":{"adv1FilingDate":"21 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/340533/PDF/340533.pdf","brochureDate":"15 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045196","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Altura Private Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Altura Private Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Altura Private Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Altura Private Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How does Altura Private Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Altura Private Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 21 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}