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ALTURA PRIVATE WEALTH LLC
CRD 340533File 801-136502
APPROVED
Retail clients
Filing as of Jul 21, 2026
Feed vintage Aug 24, 2026
Regulatory AUM
$129.1M
Bottom 25% of cohort (national)
Discretionary AUM
$129.1M
Clients
341
870 accounts
Employees
6
Bottom 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 18, 2026
- Principal office
- 839 CAMILLE CIR, CENTERVILLE, UT, 84014
- Phone
- 801-574-0308
- Website
- https://alturapw.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $129.1M
- Discretionary AUM
- $129.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 870
- Non-discretionary accounts
- 0
- Total accounts
- 870
- AUM per client
- $379K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $2.4M |
| 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 | 26 | $31.2M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 7 | $29.2M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 290 | $66.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 23, 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.