Alta Wealth Advisors LLC
Alta Wealth Advisors LLC is an SEC-registered mass-market adviser in Woburn, MA with $664.6M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Alta Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 293675, SEC 801-112848, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $664.6M (2026-06-26)
- Firm type
- Mass-Market Adviser
- Location
- Woburn, MA
- Employees
- 15
- Clients
- 779
- CRD
- 293675
- Ownership
- PARKS, BRYAN; VITI, MICHAEL, DOMINIC; STUTO, VINCENZO; BRISSENDEN, PAUL, M
How much AUM does Alta Wealth Advisors LLC have?
Alta Wealth Advisors LLC reported $664.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Alta Wealth Advisors LLC?
Disclosed owners and executives of Alta Wealth Advisors LLC include PARKS, BRYAN, VITI, MICHAEL, DOMINIC, STUTO, VINCENZO, BRISSENDEN, PAUL, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.