ALTURA WEALTH ADVISORS INC.
CRD #309501 SEC #801-122486 SANTA CLARA, CA 408-642-1322
SEC Registered
Total AUM
$169M
Discretionary
$140.5M
Employees
4
Clients
251
Accounts
1,005
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $169M | $140.5M | $28.5M | 4 | 0 |
| Dec 2025 | $169M | $140.5M | $28.5M | 4 | 0 |
| Mar 2025 | $169M | $140.5M | $28.5M | 4 | 0 |
| Feb 2024 | $101.4M | $101.4M | $0 | 3 | 0 |
| Dec 2023 | $90.3M | $90.3M | $0 | 4 | 0 |
| Feb 2023 | $90.3M | $90.3M | $0 | 4 | 0 |
| Aug 2022 | $119.9M | $119.9M | $0 | 3 | 0 |
| Mar 2022 | $119.9M | $119.9M | $0 | 3 | 0 |
| Sep 2021 | $105.4M | $105.4M | $0 | 3 | 0 |
DateDec 2025
Total AUM$169M
Discretionary$140.5M
Non-Disc.$28.5M
Employees4
Clients0
DateDec 2025
Total AUM$169M
Discretionary$140.5M
Non-Disc.$28.5M
Employees4
Clients0
DateMar 2025
Total AUM$169M
Discretionary$140.5M
Non-Disc.$28.5M
Employees4
Clients0
DateFeb 2024
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees3
Clients0