Investment adviser · CRD 337998
ALTURA WEALTH ADVISORS
Investment adviser filing (IA)
LCW SERVICES, LLC
VIRGINIA BEACH, VA, United States · Form ADV filed Apr 10, 2026
- Regulatory AUM
- $235M Form ADV · Item 5.F
- Client accounts
- 898 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 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 | 103 | $174,828,622 | 74.4% |
| Individuals | 158 | $56,114,062 | 23.9% |
| Retirement plans | Fewer than 5 | $3,380,561 | 1.4% |
| Corporations & businesses | Fewer than 5 | $295,219 | 0.1% |
| Charities | Fewer than 5 | $288,601 | 0.1% |
Filing source
Form ADV 2063081 · Apr 10, 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 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 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
4669 SOUTH BLVD, STE 105VIRGINIA BEACH, VA, 23452, United States
CRD 337998
Filing source
Form ADV 2063081 · Apr 10, 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.