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ALTURA WEALTH ADVISORS INC.

SANTA CLARA, CA · CRD 309501 · IAPD ↗ · alturawealthadvisors.com · 408-642-1322

$250.1MRegulatory AUM
4Advisory reps
12Employees
0Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — ALTURA WEALTH ADVISORS INC. changed its website from harperinvesting.com to alturawealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
April 2026 — ALTURA WEALTH ADVISORS INC. notice-filed in CO, NV, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — ALTURA WEALTH ADVISORS INC. reported RAUM up 48% ($169.0M -> $250.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
January 2026 — HARPER INVESTING is now doing business as ALTURA WEALTH ADVISORS INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
April 2025 — HARPER INVESTING reported RAUM up 67% ($101.4M -> $169.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
March 2024 — HARPER INVESTING changed its website from esgplanning.com to harperinvesting.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
March 2024 — ESG PLANNING is now doing business as HARPER INVESTING.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
73
March 2024 — HARPER INVESTING reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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