SEC-registered independent wealth management RIA
Altura Private Wealth LLC
As of its Form ADV filed July 21, 2026, Altura Private Wealth LLC, an SEC-registered independent wealth management RIA in Centerville, Utah, reported $129.1 million in regulatory assets under management across 870 accounts, ranking #82 among independent RIAs in Utah by assets.
Registration
- Main office
- Centerville, UT
- Registration
- SEC-registered, Approved
- CRD number
- 340533
- SEC file number
- 801-136502
- Registered since
- August 18, 2026
- Latest Form ADV filing
- July 21, 2026
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $129.1 million
- Discretionary
- $129.1 million (100.0%)
- Non-discretionary
- $0
- Accounts
- 870 (870 discretionary)
- Clients
- 341, approximate as reported
- Employees
- 6
- Advisory staff
- 4 performing investment advisory functions
- Average account
- $148,415
- Asset growth, 1 year
- Not reported
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- Not reported
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Utah | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #6,966 | #82 | $129.1 million |
| Independent RIAs with the most clients | #3,407 | #60 | 341 |
| Independent RIAs with the most accounts | #3,000 | #46 | 870 |
| Independent RIAs with the most advisory staff | #3,365 | #55 | 4 |
| Independent RIAs with the most high net worth clients | #8,450 | #99 | 26 |
| Newest independent RIAs | #276 | #9 | $129.1 million |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 2, 2026 | $129.1 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 290 clients | $66.3 million | |
| High net worth individuals 26 clients | $31.2 million | |
| Pension and profit sharing plans 7 clients | $29.2 million | |
| Corporations or other businesses 18 clients | $2.4 million | |
| Banking or thrift institutions fewer than 5 clients | $0 | |
| Charitable organizations fewer than 5 clients | $0 | |
| State or municipal government entities fewer than 5 clients | $0 | |
| Other investment advisers fewer than 5 clients | $0 | |
| Insurance companies fewer than 5 clients | $0 | |
| Sovereign wealth funds and foreign official institutions fewer than 5 clients | $0 |
How the firm is paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Selection of other advisers
- Other
Financial planning clients (Item 5.H): 0.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Other investment adviser
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 5
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 4
0 of the firm's 5 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Utah
| Firm | City | RAUM |
|---|---|---|
| Veritas Wealth Management, LLC | Salt Lake City | $135.8 million |
| JRS Wealth Management LLC | South Jordan | $135.0 million |
| Palisade Wealth Management | Draper | $133.2 million |
| Brighton Wealth Management, Inc. | Cottonwood Heights | $131.9 million |
| Main Line Group Wealth Management, LLC | Park City | $122.5 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Altura Private Wealth LLC on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: alturapw.com
- Independent RIAs in Utah
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.