Investment adviser · CRD 122326
ALTAVISTA WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
ASHEVILLE, NC, United States · Form ADV filed Apr 5, 2021
- Regulatory AUM
- $602M Form ADV · Item 5.F
- Client accounts
- 927 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 242 | $588,150,737 | 97.8% |
| Charities | Fewer than 5 | $11,323,758 | 1.9% |
| Retirement plans | Fewer than 5 | $2,067,231 | 0.3% |
Filing source
Form ADV 1528570 · Apr 5, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 5, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4 VANDERBILT PARK DRIVE, SUITE 310ASHEVILLE, NC, 28803, United States
CRD 122326
Filing source
Form ADV 1528570 · Apr 5, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.