# Altura Private Wealth LLC

> Altura Private Wealth LLC is an SEC-registered investment advisory firm in Centerville, UT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 340533
- Filed as: ALTURA PRIVATE WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Centerville, UT
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340533
- AdvisorCensus page: https://advisorcensus.com/firm/altura-private-wealth-llc-centerville-ut-340533

## Quick answers

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

**Where is Altura Private Wealth LLC located?**
Altura Private Wealth LLC's principal office is in Centerville, UT, according to its Form ADV.

**Is Altura Private Wealth LLC registered with the SEC or a state?**
Altura Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340533.

**How much does Altura Private Wealth LLC manage?**
Altura Private Wealth LLC reports $129,121,463 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary).

**What types of clients does Altura Private Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (290); high net worth individuals (26); corporations or other businesses not listed above (18).

**Does Altura Private Wealth 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/340533

**What changed in Altura Private Wealth LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $129,121,463
- Discretionary: $129,121,463
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 290 | $66,324,325 |
| High net worth individuals | 26 | $31,168,395 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| 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) | 7 | $29,194,445 |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 18 | $2,434,298 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, IL, KY, LA, MI, MN, NC, NV, OR, PA, TN, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altura Private Wealth LLC (CRD 340533): Form ADV filing data as of October 2026.