ALTA WEALTH ADVISORS LLC

CRD 293675File 801-112848

APPROVED

Retail clients

Filing as of Jun 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$664.6M

Above cohort median (national)

Discretionary AUM

$661.6M

Non-discretionary $3.1M

Clients

779

1,665 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Apr 17, 2018
Principal office: 300 TRADECENTER, SUITE 5700, WOBURN, MA, 01801
Phone: (781) 404-6909
Website: HTTPS://WWW.ALTAWEALTHADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $664.6M
Discretionary AUM: $661.6M
Non-discretionary AUM: $3.1M
Discretionary accounts: 1,663
Non-discretionary accounts: 2
Total accounts: 1,665
AUM per client: $853K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$12.3M
High net worth individuals	233	$506.4M
Pension and profit sharing plans	Fewer than 5	$3.1M
Individuals (other than high net worth individuals)	539	$142.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
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: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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

This firm answered no to every Item 11 disclosure question in this filing.

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.