DBA: ALTURA WEALTH ADVISORS
| Total AUM | $234.9M |
| Discretionary | $234.9M100% of AUM |
| Non-Discretionary | $37K |
| Client Accounts | 898 |
| Avg Account Size | $262K |
| Employees | 6 |
| Peak AUM | $234.9MJan 2026 |
Total AUM
$235M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $235M | — | — | — | |
| Discretionary AUM | $235M | — | |||
| Total AUM | $234.9M |
| Discretionary | $234.9M |
| Employees | 6 |
| Client Accounts | 898 |
| Client Range | 1-10 |
Address
4669 SOUTH BLVD
VIRGINIA BEACH VA 23452
Phone
(757) 834-7606
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$235M
100.0% of AUM
Non-Discretionary
$36,742
0.0% of AUM
Custody
No related registrations reported
| — |
| Non-Disc. AUM | $36,742 | — | — | — |
| Total Accounts | 898 | — | — | — |
| Avg Account Size | $261,589.159 | — | — | — | — |
| Employees | 6 | 0.0% | — | — |
| AUM / Employee | $39M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $231M | — | — | — | — |
| Institutional AUM | $4M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 158 | — | — | — | — |
| Individuals | 103 | — | — | — | — |