REALTA INVESTMENT ADVISORS, INC
CRD #134952 SEC #801-68000 WILMINGTON, DE 888-657-5200
SEC Registered
Total AUM
$343.5M
Discretionary
$222.6M
Employees
64
Clients
1
Accounts
1,958
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $343.5M | $222.6M | $120.8M | 64 | 0 |
| Jun 2025 | $343.5M | $222.6M | $120.8M | 64 | 0 |
| Mar 2025 | $343.5M | $222.6M | $120.8M | 64 | 0 |
| Mar 2025 | $799.7M | $683M | $116.7M | 83 | 0 |
| Feb 2025 | $799.7M | $683M | $116.7M | 83 | 0 |
| Oct 2024 | $799.7M | $683M | $116.7M | 83 | 0 |
| Aug 2024 | $799.7M | $683M | $116.7M | 83 | 0 |
| Jul 2024 | $799.7M | $683M | $116.7M | 83 | 0 |
| Jun 2024 | $799.7M | $683M | $116.7M | 83 | 0 |
| Apr 2024 | $799.7M | $683M | $116.7M | 83 | 0 |
| Apr 2024 | $799.7M | $683M | $116.7M | 83 | 0 |
| Jan 2024 | $780.7M | $670.6M | $110.1M | 77 | 0 |
| Jan 2024 | $780.7M | $670.6M | $110.1M | 77 | 0 |
| Jan 2024 | $780.7M | $670.6M | $110.1M | 77 | 0 |
| Aug 2023 | $780.7M | $670.6M | $110.1M | 77 | 0 |
| Apr 2023 | $780.7M | $670.6M | $110.1M | 77 | 0 |
| Apr 2023 | $780.7M | $670.6M | $110.1M | 77 | 0 |
| Mar 2023 | $780.7M | $670.6M | $110.1M | 77 | 0 |
| Mar 2022 | $843.6M | $689.3M | $154.3M | 82 | 0 |
| Oct 2021 | $656.6M | $532.7M | $123.9M | 63 | 0 |
| Oct 2021 | $656.6M | $532.7M | $123.9M | 63 | 0 |
| Sep 2021 | $656.6M | $532.7M | $123.9M | 63 | 0 |
| Jul 2021 | $656.6M | $532.7M | $123.9M | 63 | 0 |
| Jul 2021 | $656.6M | $532.7M | $123.9M | 63 | 0 |
| Mar 2021 | $656.6M | $532.7M | $123.9M | 63 | 0 |
| Jun 2020 | $565.9M | $466.8M | $99M | 60 | 0 |
| Jun 2020 | $565.9M | $466.8M | $99M | 60 | 0 |
| Mar 2020 | $565.9M | $466.8M | $99M | 60 | 0 |
| Feb 2020 | $394.3M | $326.7M | $67.7M | 61 | 0 |
| Oct 2019 | $394.3M | $326.7M | $67.7M | 61 | 0 |
| Mar 2019 | $394.3M | $326.7M | $67.7M | 61 | 0 |
| Mar 2018 | $304.2M | $295M | $9.2M | 59 | 0 |
| Jan 2018 | $282.3M | $282.3M | $0 | 44 | 0 |
| Mar 2017 | $277.7M | $277.7M | $0 | 44 | 2,200 |
| May 2016 | $301.7M | $301.7M | $0 | 39 | 1,000 |
| Mar 2016 | $301.7M | $301.7M | $0 | 39 | 1,000 |
| Oct 2015 | $405.2M | $394.1M | $11.1M | 39 | 1,000 |
| Sep 2015 | $405.2M | $394.1M | $11.1M | 39 | 1,000 |
| Jun 2015 | $405.2M | $394.1M | $11.1M | 39 | 1,000 |
| Jun 2015 | $405.2M | $394.1M | $11.1M | 39 | 1,000 |
| Apr 2015 | $405.2M | $394.1M | $11.1M | 39 | 1,000 |
| Apr 2015 | $405.2M | $394.1M | $11.1M | 39 | 1,000 |
| Apr 2015 | $405.2M | $394.1M | $11.1M | 39 | 1,000 |
| Mar 2015 | $405.2M | $394.1M | $11.1M | 39 | 1,000 |
| Mar 2015 | $309.7M | $300.6M | $9M | 37 | 1,000 |
| Jan 2015 | $309.7M | $300.6M | $9M | 37 | 1,000 |
| Sep 2014 | $309.7M | $300.6M | $9M | 37 | 1,000 |
| Mar 2014 | $309.7M | $300.6M | $9M | 37 | 1,000 |
| Dec 2013 | $218.8M | $218.8M | $0 | 42 | 600 |
| Sep 2013 | $218.8M | $218.8M | $0 | 42 | 600 |
| Apr 2013 | $218.8M | $218.8M | $0 | 42 | 600 |
| Feb 2013 | $270.6M | $270.6M | $0 | 37 | 2,000 |
| Jan 2013 | $270.6M | $270.6M | $0 | 37 | 2,000 |
| Oct 2012 | $270.6M | $270.6M | $0 | 51 | 2,000 |
| Oct 2012 | $270.6M | $270.6M | $0 | 51 | 2,000 |
| Sep 2012 | $270.6M | $270.6M | $0 | 51 | 2,000 |
| Aug 2012 | $270.6M | $270.6M | $0 | 51 | 2,000 |
| Mar 2012 | $270.6M | $270.6M | $0 | 51 | 2,000 |
| Aug 2011 | $542.8M | $307.9M | $234.9M | 51 | -- |
| Apr 2011 | $542.8M | $307.9M | $234.9M | -- | -- |
| Apr 2011 | $542.8M | $307.9M | $234.9M | -- | -- |
| Mar 2011 | $542.8M | $307.9M | $234.9M | -- | -- |
| Jan 2011 | $340M | $130M | $210M | -- | -- |
| Mar 2010 | $340M | $130M | $210M | -- | -- |
| May 2009 | $73.3M | $56M | $17.3M | 5 | -- |
| May 2009 | $73.3M | $56M | $17.3M | 5 | -- |
| Nov 2007 | $28M | $25M | $3M | 5 | -- |
| May 2007 | $28M | $25M | $3M | 5 | -- |
DateSep 2025
Total AUM$343.5M
Discretionary$222.6M
Non-Disc.$120.8M
Employees64
Clients0
DateJun 2025
Total AUM$343.5M
Discretionary$222.6M
Non-Disc.$120.8M
Employees64
Clients0
DateMar 2025
Total AUM$343.5M
Discretionary$222.6M
Non-Disc.$120.8M
Employees64
Clients0
DateMar 2025
Total AUM$799.7M
Discretionary$683M
Non-Disc.$116.7M
Employees83
Clients0
DateFeb 2025
Total AUM$799.7M
Discretionary$683M
Non-Disc.$116.7M
Employees83
Clients0
DateOct 2024
Total AUM$799.7M
Discretionary$683M
Non-Disc.$116.7M
Employees83
Clients0
DateAug 2024
Total AUM$799.7M
Discretionary$683M
Non-Disc.$116.7M
Employees83
Clients0
DateJul 2024
Total AUM$799.7M
Discretionary$683M
Non-Disc.$116.7M
Employees83
Clients0
DateJun 2024
Total AUM$799.7M
Discretionary$683M
Non-Disc.$116.7M
Employees83
Clients0
DateApr 2024
Total AUM$799.7M
Discretionary$683M
Non-Disc.$116.7M
Employees83
Clients0
DateApr 2024
Total AUM$799.7M
Discretionary$683M
Non-Disc.$116.7M
Employees83
Clients0
DateJan 2024
Total AUM$780.7M
Discretionary$670.6M
Non-Disc.$110.1M
Employees77
Clients0
DateJan 2024
Total AUM$780.7M
Discretionary$670.6M
Non-Disc.$110.1M
Employees77
Clients0
DateJan 2024
Total AUM$780.7M
Discretionary$670.6M
Non-Disc.$110.1M
Employees77
Clients0
DateAug 2023
Total AUM$780.7M
Discretionary$670.6M
Non-Disc.$110.1M
Employees77
Clients0
DateApr 2023
Total AUM$780.7M
Discretionary$670.6M
Non-Disc.$110.1M
Employees77
Clients0
DateApr 2023
Total AUM$780.7M
Discretionary$670.6M
Non-Disc.$110.1M
Employees77
Clients0
DateMar 2023
Total AUM$780.7M
Discretionary$670.6M
Non-Disc.$110.1M
Employees77
Clients0
DateMar 2022
Total AUM$843.6M
Discretionary$689.3M
Non-Disc.$154.3M
Employees82
Clients0
DateOct 2021
Total AUM$656.6M
Discretionary$532.7M
Non-Disc.$123.9M
Employees63
Clients0
DateOct 2021
Total AUM$656.6M
Discretionary$532.7M
Non-Disc.$123.9M
Employees63
Clients0
DateSep 2021
Total AUM$656.6M
Discretionary$532.7M
Non-Disc.$123.9M
Employees63
Clients0
DateJul 2021
Total AUM$656.6M
Discretionary$532.7M
Non-Disc.$123.9M
Employees63
Clients0
DateJul 2021
Total AUM$656.6M
Discretionary$532.7M
Non-Disc.$123.9M
Employees63
Clients0
DateMar 2021
Total AUM$656.6M
Discretionary$532.7M
Non-Disc.$123.9M
Employees63
Clients0
DateJun 2020
Total AUM$565.9M
Discretionary$466.8M
Non-Disc.$99M
Employees60
Clients0
DateJun 2020
Total AUM$565.9M
Discretionary$466.8M
Non-Disc.$99M
Employees60
Clients0
DateMar 2020
Total AUM$565.9M
Discretionary$466.8M
Non-Disc.$99M
Employees60
Clients0
DateFeb 2020
Total AUM$394.3M
Discretionary$326.7M
Non-Disc.$67.7M
Employees61
Clients0
DateOct 2019
Total AUM$394.3M
Discretionary$326.7M
Non-Disc.$67.7M
Employees61
Clients0
DateMar 2019
Total AUM$394.3M
Discretionary$326.7M
Non-Disc.$67.7M
Employees61
Clients0
DateMar 2018
Total AUM$304.2M
Discretionary$295M
Non-Disc.$9.2M
Employees59
Clients0
DateJan 2018
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees44
Clients0
DateMar 2017
Total AUM$277.7M
Discretionary$277.7M
Non-Disc.$0
Employees44
Clients2,200
DateMay 2016
Total AUM$301.7M
Discretionary$301.7M
Non-Disc.$0
Employees39
Clients1,000
DateMar 2016
Total AUM$301.7M
Discretionary$301.7M
Non-Disc.$0
Employees39
Clients1,000
DateOct 2015
Total AUM$405.2M
Discretionary$394.1M
Non-Disc.$11.1M
Employees39
Clients1,000
DateSep 2015
Total AUM$405.2M
Discretionary$394.1M
Non-Disc.$11.1M
Employees39
Clients1,000
DateJun 2015
Total AUM$405.2M
Discretionary$394.1M
Non-Disc.$11.1M
Employees39
Clients1,000
DateJun 2015
Total AUM$405.2M
Discretionary$394.1M
Non-Disc.$11.1M
Employees39
Clients1,000
DateApr 2015
Total AUM$405.2M
Discretionary$394.1M
Non-Disc.$11.1M
Employees39
Clients1,000
DateApr 2015
Total AUM$405.2M
Discretionary$394.1M
Non-Disc.$11.1M
Employees39
Clients1,000
DateApr 2015
Total AUM$405.2M
Discretionary$394.1M
Non-Disc.$11.1M
Employees39
Clients1,000
DateMar 2015
Total AUM$405.2M
Discretionary$394.1M
Non-Disc.$11.1M
Employees39
Clients1,000
DateMar 2015
Total AUM$309.7M
Discretionary$300.6M
Non-Disc.$9M
Employees37
Clients1,000
DateJan 2015
Total AUM$309.7M
Discretionary$300.6M
Non-Disc.$9M
Employees37
Clients1,000
DateSep 2014
Total AUM$309.7M
Discretionary$300.6M
Non-Disc.$9M
Employees37
Clients1,000
DateMar 2014
Total AUM$309.7M
Discretionary$300.6M
Non-Disc.$9M
Employees37
Clients1,000
DateDec 2013
Total AUM$218.8M
Discretionary$218.8M
Non-Disc.$0
Employees42
Clients600
DateSep 2013
Total AUM$218.8M
Discretionary$218.8M
Non-Disc.$0
Employees42
Clients600
DateApr 2013
Total AUM$218.8M
Discretionary$218.8M
Non-Disc.$0
Employees42
Clients600
DateFeb 2013
Total AUM$270.6M
Discretionary$270.6M
Non-Disc.$0
Employees37
Clients2,000
DateJan 2013
Total AUM$270.6M
Discretionary$270.6M
Non-Disc.$0
Employees37
Clients2,000
DateOct 2012
Total AUM$270.6M
Discretionary$270.6M
Non-Disc.$0
Employees51
Clients2,000
DateOct 2012
Total AUM$270.6M
Discretionary$270.6M
Non-Disc.$0
Employees51
Clients2,000
DateSep 2012
Total AUM$270.6M
Discretionary$270.6M
Non-Disc.$0
Employees51
Clients2,000
DateAug 2012
Total AUM$270.6M
Discretionary$270.6M
Non-Disc.$0
Employees51
Clients2,000
DateMar 2012
Total AUM$270.6M
Discretionary$270.6M
Non-Disc.$0
Employees51
Clients2,000
DateAug 2011
Total AUM$542.8M
Discretionary$307.9M
Non-Disc.$234.9M
Employees51
Clients--
DateApr 2011
Total AUM$542.8M
Discretionary$307.9M
Non-Disc.$234.9M
Employees--
Clients--
DateApr 2011
Total AUM$542.8M
Discretionary$307.9M
Non-Disc.$234.9M
Employees--
Clients--
DateMar 2011
Total AUM$542.8M
Discretionary$307.9M
Non-Disc.$234.9M
Employees--
Clients--
DateJan 2011
Total AUM$340M
Discretionary$130M
Non-Disc.$210M
Employees--
Clients--
DateMar 2010
Total AUM$340M
Discretionary$130M
Non-Disc.$210M
Employees--
Clients--
DateMay 2009
Total AUM$73.3M
Discretionary$56M
Non-Disc.$17.3M
Employees5
Clients--
DateMay 2009
Total AUM$73.3M
Discretionary$56M
Non-Disc.$17.3M
Employees5
Clients--
DateNov 2007
Total AUM$28M
Discretionary$25M
Non-Disc.$3M
Employees5
Clients--
DateMay 2007
Total AUM$28M
Discretionary$25M
Non-Disc.$3M
Employees5
Clients--