Investment adviser · CRD 340533

ALTURA PRIVATE WEALTH LLC

Investment adviser filing (IA)

CENTERVILLE, UT, United States · Form ADV filed Jul 21, 2026

Regulatory AUM: $129M
Client accounts: 870
Employees: 6
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	290	$66,324,325	51.4%
High-net-worth individuals	26	$31,168,395	24.1%
Retirement plans	7	$29,194,445	22.6%
Corporations & businesses	18	$2,434,298	1.9%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2121169 · Jul 21, 2026 · 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 funds

The 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: Jul 21, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

839 CAMILLE CIR
CENTERVILLE, UT, 84014, United States

CRD 340533

Filing source

Form ADV 2121169 · Jul 21, 2026 · 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.