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ALTA WEALTH ADVISORS LLC

WOBURN, MA · CRD 293675 · IAPD ↗ · altawealthadvisors.com · (781) 404-6909

$664.6MRegulatory AUM
15Advisory reps
15Employees
0Clients
More than 500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ALTA WEALTH ADVISORS LLC crossed $500M in regulatory AUM ($495.5M -> $664.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
75
April 2026 — ALTA WEALTH ADVISORS LLC grew from 8 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2025 — ALTA WEALTH ADVISORS LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
November 2024 — ALTA WEALTH ADVISORS LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
October 2024 — ALTA WEALTH ADVISORS LLC notice-filed in CO, ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — ALTA WEALTH ADVISORS LLC reported RAUM up 30% ($308.7M -> $400.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.