RIA Intel›Advisers›Nebraska›ALTA STRADA WEALTH PARTNERS, LLC

ALTA STRADA WEALTH PARTNERS, LLC

Advisory

NE

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in NE

#117

of 134 advisers by AUM

Average account

$975K

across 54 accounts

AUM per adviser

$26M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNE, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NE

Closest by assets under management. All figures from Form ADV.

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FALCO FINANCIAL SERVICES, INC.

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