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ALTA VIA CAPITAL

Advisory

PLEASANTON, CA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in CA

#2,743

of 5,480 advisers by AUM

Average account

$455K

across 231 accounts

AUM per adviser

$35M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$105M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$105M

Discretionary AUM$105M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients153

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

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

153 clients

15 high-net-worth

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

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