ALTURA WEALTH ADVISORS

Legal name: LCW SERVICES, LLC

CRD 337998File 801-134316

APPROVED

Retail clients

Custody

Filing as of Apr 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$234.9M

Below cohort median (national)

Discretionary AUM

$234.9M

Non-discretionary $37K

Clients

261

898 accounts

Employees

Below cohort median in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Sep 30, 2025
Principal office: 4669 SOUTH BLVD, STE 105, VIRGINIA BEACH, VA, 23452
Phone: (757) 834-7606
Website: https://www.facebook.com/alturawealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $234.9M
Discretionary AUM: $234.9M
Non-discretionary AUM: $37K
Discretionary accounts: 895
Non-discretionary accounts: 3
Total accounts: 898
AUM per client: $900K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$295K
Charitable organizations	Fewer than 5	$289K
High net worth individuals	103	$174.8M
Pension and profit sharing plans	Fewer than 5	$3.4M
Individuals (other than high net worth individuals)	158	$56.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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: 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.