RIA Intel›Advisers›Delaware›REALTA INVESTMENT ADVISORS, INC

REALTA INVESTMENT ADVISORS, INC

Advisory

N·WILMINGTON, DE

Data as of Jul 8, 2026 · Source: SEC Form ADV

Total AUM
$385M
1-Year AUM Growth
+2.4%
3-Year CAGR
+6.7%
Employees
54
Assets Under Management
Total AUM$385M
Discretionary AUM$238M
Non-Discretionary AUM$148M
Discretionary %61.6%
Total Clients1,958
Team
Total Employees54
Investment Advisers61
Employee Growth (1Y)+5.9%
Filing History
Total Filings on Record67
First FilingMay 29, 2007
Latest FilingJul 8, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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