# Alta Wealth Advisors LLC

> Alta Wealth Advisors LLC is an SEC-registered investment advisory firm in Woburn, MA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 293675
- Filed as: ALTA WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Woburn, MA
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293675
- AdvisorCensus page: https://advisorcensus.com/firm/alta-wealth-advisors-llc-woburn-ma-293675

## Quick answers

**How is Alta Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alta Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Alta Wealth Advisors LLC charge?**
Its Form ADV Part 2A brochure dated June 26, 2026 states: Flat fee: $250 to $2,500 (creating client financial plans); Hourly rate: $150 to $350 an hour (these services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Alta Wealth Advisors LLC located?**
Alta Wealth Advisors LLC's principal office is in Woburn, MA, according to its Form ADV.

**Is Alta Wealth Advisors LLC registered with the SEC or a state?**
Alta Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293675.

**How much does Alta Wealth Advisors LLC manage?**
Alta Wealth Advisors LLC reports $664,634,808 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**How have Alta Wealth Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Alta Wealth Advisors LLC: Regulatory assets under management: $232,002,312 in the October 2021 data and $664,634,808 in the October 2026 data, up 186%. Total employees: 5 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alta Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (539); high net worth individuals (233); corporations or other businesses not listed above (5).

**Which custodians does Alta Wealth Advisors LLC use?**
Alta Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Alta Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/293675

**Does Alta Wealth Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 26, 2026 says: "There is no account minimum for any of AWA LLC’s services."

**What changed in Alta Wealth Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 15. Regulatory assets under management went from $495,478,972 to $664,634,808 (+34%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 26, 2026)

- Account minimum: None

> There is no account minimum for any of AWA LLC’s services.

- Flat fee: $250 to $2,500 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $250 and $2,500.

- Hourly rate: $150 to $350 an hour (these services)

> The negotiated hourly fee for these services is between $150 and $350.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $664,634,808
- Discretionary: $661,571,821
- Non-discretionary: $3,062,987

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 539 | $142,830,636 |
| High net worth individuals | 233 | $506,399,526 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $3,062,987 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $12,341,659 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 15 total, 15 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, CT, FL, MA, ME, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altawealthadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $232,002,312 | 5 | January 25, 2021 |
| October 2022 | $314,402,518 | 5 | February 9, 2022 |
| October 2023 | $308,705,655 | 5 | August 15, 2023 |
| October 2024 | $400,213,193 | 6 | September 27, 2024 |
| October 2025 | $495,478,972 | 8 | February 26, 2025 |
| October 2026 | $664,634,808 | 15 | June 26, 2026 |

Regulatory assets under management: $232,002,312 in the October 2021 data and $664,634,808 in the October 2026 data, up 186%.
Total employees: 5 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 15.
- Regulatory assets under management went from $495,478,972 to $664,634,808 (+34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alta Wealth Advisors LLC (CRD 293675): Form ADV filing data as of October 2026.