← Directory
REALTA INVESTMENT ADVISORS, INC
CRD 134952File 801-68000
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$385.4M
Below cohort median (national)
Discretionary AUM
$237.5M
Non-discretionary $147.9M
Clients
1,231
1,231 accounts
Employees
61
Above cohort median in DE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 6, 2007
- Principal office
- 1201 N. ORANGE STREET, SUITE 729, WILMINGTON, DE, 19801
- Phone
- 888-657-5200
- Website
- HTTP://WWW.REALTAWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $385.4M
- Discretionary AUM
- $237.5M
- Non-discretionary AUM
- $147.9M
- Discretionary accounts
- 704
- Non-discretionary accounts
- 527
- Total accounts
- 1,231
- AUM per client
- $313K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $609K |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 378 | $202.5M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 11 | $6.4M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 835 | $175.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.