ALTA WEALTH ADVISORS LLC
CRD #293675 SEC #801-112848 WOBURN, MA 781-404-6909
SEC Registered
Total AUM
$495.5M
Discretionary
$488.2M
Employees
8
Clients
--
Accounts
1,203
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $495.5M | $488.2M | $7.2M | 8 | 0 |
| Dec 2024 | $400.2M | $391.5M | $8.7M | 7 | 0 |
| Oct 2024 | $400.2M | $391.5M | $8.7M | 8 | 0 |
| Oct 2024 | $400.2M | $391.5M | $8.7M | 7 | 0 |
| Sep 2024 | $400.2M | $391.5M | $8.7M | 6 | 0 |
| Sep 2024 | $400.2M | $391.5M | $8.7M | 6 | 0 |
| Feb 2024 | $400.2M | $391.5M | $8.7M | 5 | 0 |
| Aug 2023 | $308.7M | $303.8M | $5M | 5 | 0 |
| Feb 2023 | $308.7M | $303.8M | $5M | 5 | 0 |
| Feb 2022 | $314.4M | $310.4M | $4M | 5 | 0 |
| Dec 2021 | $232M | $228.5M | $3.6M | 5 | 0 |
| Oct 2021 | $232M | $228.5M | $3.6M | 5 | 0 |
| Jan 2021 | $232M | $228.5M | $3.6M | 5 | 0 |
| Jun 2020 | $176M | $176M | $0 | 5 | 0 |
| May 2020 | $176M | $176M | $0 | 5 | 0 |
| Feb 2020 | $176M | $176M | $0 | 5 | 0 |
| Feb 2020 | $130.7M | $126.4M | $4.3M | 5 | 0 |
| Sep 2019 | $130.7M | $126.4M | $4.3M | 5 | 0 |
| Jul 2019 | $130.7M | $126.4M | $4.3M | 5 | 0 |
| Apr 2019 | $130.7M | $126.4M | $4.3M | 5 | 0 |
| Feb 2019 | $130.7M | $126.4M | $4.3M | 5 | 0 |
| Nov 2018 | $132.2M | $132.2M | $0 | 5 | 0 |
| Oct 2018 | $132.2M | $132.2M | $0 | 5 | 0 |
| Oct 2018 | $132.2M | $132.2M | $0 | 5 | 0 |
| Jul 2018 | $132.2M | $132.2M | $0 | 5 | 0 |
| Jun 2018 | $0 | $0 | $0 | 5 | 0 |
| Jun 2018 | $0 | $0 | $0 | 5 | 0 |
| Apr 2018 | $0 | $0 | $0 | 4 | 0 |
| Mar 2018 | $0 | $0 | $0 | 4 | 0 |
| Mar 2018 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2025
Total AUM$495.5M
Discretionary$488.2M
Non-Disc.$7.2M
Employees8
Clients0
DateDec 2024
Total AUM$400.2M
Discretionary$391.5M
Non-Disc.$8.7M
Employees7
Clients0
DateOct 2024
Total AUM$400.2M
Discretionary$391.5M
Non-Disc.$8.7M
Employees8
Clients0
DateOct 2024
Total AUM$400.2M
Discretionary$391.5M
Non-Disc.$8.7M
Employees7
Clients0
DateSep 2024
Total AUM$400.2M
Discretionary$391.5M
Non-Disc.$8.7M
Employees6
Clients0
DateSep 2024
Total AUM$400.2M
Discretionary$391.5M
Non-Disc.$8.7M
Employees6
Clients0
DateFeb 2024
Total AUM$400.2M
Discretionary$391.5M
Non-Disc.$8.7M
Employees5
Clients0
DateAug 2023
Total AUM$308.7M
Discretionary$303.8M
Non-Disc.$5M
Employees5
Clients0
DateFeb 2023
Total AUM$308.7M
Discretionary$303.8M
Non-Disc.$5M
Employees5
Clients0
DateFeb 2022
Total AUM$314.4M
Discretionary$310.4M
Non-Disc.$4M
Employees5
Clients0
DateDec 2021
Total AUM$232M
Discretionary$228.5M
Non-Disc.$3.6M
Employees5
Clients0
DateOct 2021
Total AUM$232M
Discretionary$228.5M
Non-Disc.$3.6M
Employees5
Clients0
DateJan 2021
Total AUM$232M
Discretionary$228.5M
Non-Disc.$3.6M
Employees5
Clients0
DateJun 2020
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$130.7M
Discretionary$126.4M
Non-Disc.$4.3M
Employees5
Clients0
DateSep 2019
Total AUM$130.7M
Discretionary$126.4M
Non-Disc.$4.3M
Employees5
Clients0
DateJul 2019
Total AUM$130.7M
Discretionary$126.4M
Non-Disc.$4.3M
Employees5
Clients0
DateApr 2019
Total AUM$130.7M
Discretionary$126.4M
Non-Disc.$4.3M
Employees5
Clients0
DateFeb 2019
Total AUM$130.7M
Discretionary$126.4M
Non-Disc.$4.3M
Employees5
Clients0
DateNov 2018
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0