RIA Intel›Advisers›Massachusetts›ALTA WEALTH ADVISORS LLC

ALTA WEALTH ADVISORS LLC

Advisory

N·WOBURN, MA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM

$665M

1-Year AUM Growth

0.0%

3-Year CAGR

+20.3%

Employees

15

Assets Under Management

Total AUM$665M

Discretionary AUM$662M

Non-Discretionary AUM$3M

Discretionary %99.5%

Total Clients575

Team

Total Employees15

Investment Advisers15

Employee Growth (1Y)+40.0%

Filing History

Total Filings on Record29

First FilingMar 16, 2018

Latest FilingMar 3, 2026

🔒 Full AUM trend chart and 29 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALTA WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.