Realta Investment Advisors, Inc
Realta Investment Advisors, Inc is an SEC-registered mass-market adviser in Wilmington, DE with $385.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Realta Investment Advisors, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134952, SEC 801-68000, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $385.4M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Wilmington, DE
- Employees
- 61
- Clients
- 1,231
- CRD
- 134952
- Ownership
- REILING, CHARLES, FRANCIS; DONNELLY, MICHAEL, EDWARD; STEEN, ROBERT, TURNBULL; DAVIS, ROBERT, E; RICHARDS, STEPHEN, M
How much AUM does Realta Investment Advisors, Inc have?
Realta Investment Advisors, Inc reported $385.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Realta Investment Advisors, Inc?
Disclosed owners and executives of Realta Investment Advisors, Inc include REILING, CHARLES, FRANCIS, DONNELLY, MICHAEL, EDWARD, STEEN, ROBERT, TURNBULL, DAVIS, ROBERT, E, RICHARDS, STEPHEN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.