ALTAVISTA WEALTH MANAGEMENT, INC.
CRD #122326 SEC #801-62511 ASHEVILLE, NC 828-684-2600
SEC Registered
Total AUM
$601.5M
Discretionary
$592.9M
Employees
10
Clients
11
Accounts
927
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 5, 2021
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOLICK, LOGAN, LEE | I | DIRECTOR OF RESEARCH, FINANCIAL ADVISOR | NA | |
| BOLICK, LOGAN, LEE | I | DIRECTOR OF RESEARCH, FINANCIAL ADVISOR | NA | |
| BOLICK, LOGAN, LEE | I | DIRECTOR OF RESEARCH, FINANCIAL ADVISOR | NA | |
| BOLICK, LOGAN, LEE | I | DIRECTOR OF RESEARCH, FINANCIAL ADVISOR | NA | |
| BOLICK, LOGAN, LEE | I | DIRECTOR OF RESEARCH, FINANCIAL ADVISOR | NA | |
| BOLICK, LOGAN, LEE | I | DIRECTOR OF RESEARCH, FINANCIAL ADVISOR | NA | |
| BOLICK, LOGAN, LEE | I | DIRECTOR OF RESEARCH, FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| FRIEDRICH, JACQUELYN, SHELLY | I | FINANCIAL ADVISOR | NA | |
| NELSOM, CHRISTINE, BARRY | I | DIRECTOR OF OPERATIONS | NA | |
| NELSOM, CHRISTINE, BARRY | I | DIRECTOR OF OPERATIONS | NA | |
| NELSOM, CHRISTINE, BARRY | I | DIRECTOR OF OPERATIONS | NA | |
| NELSON, CHRISTINE, BARRY | I | DIRECTOR OF OPERATIONS | NA | |
| NELSON, CHRISTINE, BARRY | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, CHRISTINE, BARRY | I | DIRECTOR OF OPERATIONS | NA | |
| NELSON, CHRISTINE, BARRY | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, CHRISTINE, BARRY | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, CHRISTINE, BARRY | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, CHRISTINE, BARRY | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | |
| ORR, BARBARA, SIMPSON | I | DIRECTOR OF CLIENT RELATIONSHIPS | NA | |
| ORR, BARBARA, SIMPSON | I | DIRECTOR OF CLIENT RELATIONSHIPS | NA | |
| ORR, BARBARA, SIMPSON | I | DIRECTOR OF CLIENT RELATIONSHIPS | NA | |
| ORR, BARBARA, SIMPSON | I | DIRECTOR OF CLIENT RELATIONSHIPS | NA | |
| ORR, BARBARA, SIMPSON | I | DIRECTOR OF CLIENT RELATIONSHIPS | NA | |
| ORR, BARBARA, SIMPSON | I | DIRECTOR OF CLIENT RELATIONSHIPS | NA | |
| ORR, BARBARA, SIMPSON | I | DIRECTOR OF CLIENT RELATIONSHIPS | NA | |
| ORR, BARBARA, SIMPSON | I | DIRECTOR OF CLIENT RELATIONSHIPS | NA | |
| ORR, BARBARA, SIMPSON | I | DIRECTOR OF CLIENT RELATIONSHIPS | NA | |
| ORR, BARBARA, SIMPSON | I | DIRECTOR OF CLIENT RELATIONSHIPS | NA | |
| SHUMATE, JONATHAN, E. | I | SENIOR FINANCIAL ADVISOR | NA | |
| SHUMATE, JONATHAN, E. | I | SENIOR FINANCIAL ADVISOR | NA | |
| SHUMATE, JONATHAN, E. | I | SENIOR FINANCIAL ADVISOR | NA | |
| SHUMATE, JONATHAN, E. | I | SENIOR FINANCIAL ADVISOR | NA | |
| SHUMATE, JONATHAN, E. | I | SENIOR FINANCIAL ADVISOR | NA | |
| SHUMATE, JONATHAN, E. | I | SENIOR FINANCIAL ADVISOR | NA | |
| SHUMATE, JONATHAN, E. | I | SENIOR FINANCIAL ADVISOR | NA | |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER | C | Control |
| AKERS, LEWIS, DANIEL | I | PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| AKERS, LEWIS, DANIEL | I | PRESIDENT/TREASURER/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/CHIEF COMPLIANCE OFFICER | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/CCO | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/CHIEF COMPLIANCE OFFICER | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/CHIEF COMPLIANCE OFFICER | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/CHIEF COMPLIANCE OFFICER | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/CHIEF COMPLIANCE OFFICER | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/CHIEF COMPLIANCE OFFICER | C | Control |
| BOYD, KYLE, RUSSELL | I | MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| BOYD, KYLE, RUSSELL | I | SECRETARY/MANAGING PRINCIPAL | C | Control |
| JONES, GREGORY, NORTON | I | MANAGING DIRECTOR | C | Control |
| JONES, GREGORY, NORTON | I | MANAGING DIRECTOR | C | Control |
| JONES, GREGORY, NORTON | I | MANAGING DIRECTOR | C | Control |
| JONES, GREGORY, NORTON | I | MANAGING DIRECTOR | C | Control |
| JONES, GREGORY, NORTON | I | MANAGING PRINCIPAL | C | Control |
| JONES, GREGORY, NORTON | I | MANAGING DIRECTOR | C | Control |
| JONES, GREGORY, NORTON | I | MANAGING DIRECTOR | C | Control |
| JONES, GREGORY, NORTON | I | MANAGING DIRECTOR | C | Control |
| JONES, GREGORY, NORTON | I | MANAGING DIRECTOR | C | Control |
| JONES, GREGORY, NORTON | I | PRINCIPAL | C | Control |
| JONES, GREGORY, NORTON | I | MANAGING PRINCIPAL | C | Control |
| JONES, GREGORY, NORTON | I | MANAGING PRINCIPAL | C | Control |
| JONES, GREGORY, NORTON | I | MANAGING PRINCIPAL | C | Control |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | |
| NELSON, CHRISTINE, BARRY | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | A | |
| NELSON, CHRISTINE, BARRY | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | A | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | |
| NELSON, CHRISTINE, BARRY | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A |
Registrations
Federal
IA
Apr 5, 2021 REGISTERED
Notice Filings (8)
AL FL GA LA NC SC TX VA
Address
4 VANDERBILT PARK DRIVESUITE 310
ASHEVILLE, NC 28803
United States
Phone: 828-684-2600