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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $601.5M | $592.9M | $8.6M | 10 | 2 |
| Mar 2021 | $601.5M | $592.9M | $8.6M | 10 | 2 |
| Jun 2020 | $555.3M | $540M | $15.4M | 10 | 2 |
| Apr 2020 | $555.3M | $540M | $15.4M | 10 | 2 |
| Apr 2020 | $555.3M | $540M | $15.4M | 10 | 2 |
| Mar 2020 | $555.3M | $540M | $15.4M | 10 | 2 |
| Apr 2019 | $487.9M | $469.5M | $18.4M | 11 | 0 |
| Mar 2019 | $487.9M | $469.5M | $18.4M | 11 | 0 |
| Mar 2018 | $504.3M | $485.6M | $18.7M | 11 | 0 |
| Mar 2017 | $408.7M | $390M | $18.8M | 11 | 300 |
| Dec 2016 | $360.2M | $358.7M | $1.5M | 10 | 300 |
| May 2016 | $360.2M | $358.7M | $1.5M | 10 | 300 |
| Mar 2016 | $360.2M | $358.7M | $1.5M | 10 | 300 |
| Mar 2015 | $365.8M | $364.3M | $1.5M | 10 | 200 |
| Mar 2014 | $347M | $345.5M | $1.4M | 9 | 300 |
| Jun 2013 | $309.8M | $308.9M | $982.9K | 8 | 200 |
| Mar 2013 | $309.8M | $308.9M | $982.9K | 8 | 200 |
| May 2012 | $285.9M | $282.1M | $3.8M | 6 | 200 |
| Mar 2012 | $285.9M | $282.1M | $3.8M | 6 | 200 |
| May 2011 | $289M | $288.2M | $810.9K | 10 | -- |
| Nov 2010 | $233.2M | $233M | $140.4K | 10 | -- |
| Feb 2009 | $191.5M | $191.3M | $187.4K | 10 | -- |
| Oct 2007 | $177.3M | $177.2M | $74.9K | 10 | -- |
| Oct 2007 | $177.3M | $177.2M | $74.9K | 10 | -- |
| Mar 2007 | $177.3M | $177.2M | $74.9K | 10 | -- |
| Dec 2006 | $158.9M | $157.1M | $1.8M | 5 | -- |
| Mar 2006 | $158.9M | $157.1M | $1.8M | 5 | -- |
| Apr 2004 | $95M | $83.9M | $11.1M | 5 | -- |
| Nov 2003 | $30.5M | $26.2M | $4.3M | 5 | -- |
DateApr 2021
Total AUM$601.5M
Discretionary$592.9M
Non-Disc.$8.6M
Employees10
Clients2
DateMar 2021
Total AUM$601.5M
Discretionary$592.9M
Non-Disc.$8.6M
Employees10
Clients2
DateJun 2020
Total AUM$555.3M
Discretionary$540M
Non-Disc.$15.4M
Employees10
Clients2
DateApr 2020
Total AUM$555.3M
Discretionary$540M
Non-Disc.$15.4M
Employees10
Clients2
DateApr 2020
Total AUM$555.3M
Discretionary$540M
Non-Disc.$15.4M
Employees10
Clients2
DateMar 2020
Total AUM$555.3M
Discretionary$540M
Non-Disc.$15.4M
Employees10
Clients2
DateApr 2019
Total AUM$487.9M
Discretionary$469.5M
Non-Disc.$18.4M
Employees11
Clients0
DateMar 2019
Total AUM$487.9M
Discretionary$469.5M
Non-Disc.$18.4M
Employees11
Clients0
DateMar 2018
Total AUM$504.3M
Discretionary$485.6M
Non-Disc.$18.7M
Employees11
Clients0
DateMar 2017
Total AUM$408.7M
Discretionary$390M
Non-Disc.$18.8M
Employees11
Clients300
DateDec 2016
Total AUM$360.2M
Discretionary$358.7M
Non-Disc.$1.5M
Employees10
Clients300
DateMay 2016
Total AUM$360.2M
Discretionary$358.7M
Non-Disc.$1.5M
Employees10
Clients300
DateMar 2016
Total AUM$360.2M
Discretionary$358.7M
Non-Disc.$1.5M
Employees10
Clients300
DateMar 2015
Total AUM$365.8M
Discretionary$364.3M
Non-Disc.$1.5M
Employees10
Clients200
DateMar 2014
Total AUM$347M
Discretionary$345.5M
Non-Disc.$1.4M
Employees9
Clients300
DateJun 2013
Total AUM$309.8M
Discretionary$308.9M
Non-Disc.$982.9K
Employees8
Clients200
DateMar 2013
Total AUM$309.8M
Discretionary$308.9M
Non-Disc.$982.9K
Employees8
Clients200
DateMay 2012
Total AUM$285.9M
Discretionary$282.1M
Non-Disc.$3.8M
Employees6
Clients200
DateMar 2012
Total AUM$285.9M
Discretionary$282.1M
Non-Disc.$3.8M
Employees6
Clients200
DateMay 2011
Total AUM$289M
Discretionary$288.2M
Non-Disc.$810.9K
Employees10
Clients--
DateNov 2010
Total AUM$233.2M
Discretionary$233M
Non-Disc.$140.4K
Employees10
Clients--
DateFeb 2009
Total AUM$191.5M
Discretionary$191.3M
Non-Disc.$187.4K
Employees10
Clients--
DateOct 2007
Total AUM$177.3M
Discretionary$177.2M
Non-Disc.$74.9K
Employees10
Clients--
DateOct 2007
Total AUM$177.3M
Discretionary$177.2M
Non-Disc.$74.9K
Employees10
Clients--
DateMar 2007
Total AUM$177.3M
Discretionary$177.2M
Non-Disc.$74.9K
Employees10
Clients--
DateDec 2006
Total AUM$158.9M
Discretionary$157.1M
Non-Disc.$1.8M
Employees5
Clients--
DateMar 2006
Total AUM$158.9M
Discretionary$157.1M
Non-Disc.$1.8M
Employees5
Clients--
DateApr 2004
Total AUM$95M
Discretionary$83.9M
Non-Disc.$11.1M
Employees5
Clients--
DateNov 2003
Total AUM$30.5M
Discretionary$26.2M
Non-Disc.$4.3M
Employees5
Clients--