# Alta Strada Wealth Management

> Alta Strada Wealth Management is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 337545
- Filed as: ALTA STRADA WEALTH MANAGEMENT
- Legal name: Alta Strada Wealth Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337545
- AdvisorCensus page: https://advisorcensus.com/firm/alta-strada-wealth-management-337545

## Quick answers

**How is Alta Strada Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Alta Strada Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Alta Strada Wealth Management registered with the SEC or a state?**
Alta Strada Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337545.

**How much does Alta Strada Wealth Management manage?**
Alta Strada Wealth Management reports $52,660,140 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).

**What types of clients does Alta Strada Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (22).

**Does Alta Strada Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337545

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $52,660,140
- Discretionary: $52,660,140
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $11,663,716 |
| High net worth individuals | 22 | $40,996,424 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [altastradawealth.com](https://altastradawealth.com)
- LinkedIn @alta-strada-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alta Strada Wealth Management (CRD 337545): Form ADV filing data as of October 2026.