# Altura Wealth Advisors

> Altura Wealth Advisors is an SEC-registered investment advisory firm in Virginia Beach, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 10, 2026.

- CRD: 337998
- Filed as: ALTURA WEALTH ADVISORS
- Legal name: LCW Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337998
- AdvisorCensus page: https://advisorcensus.com/firm/altura-wealth-advisors-virginia-beach-va-337998

## Quick answers

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

**How much does Altura Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated April 10, 2026 states: Flat fee: $4,000 to $25,000 (initial fixed financial planning fee); Subscription: $350 to $2,500 a month (ongoing stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Altura Wealth Advisors located?**
Altura Wealth Advisors' principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Altura Wealth Advisors registered with the SEC or a state?**
Altura Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337998.

**How much does Altura Wealth Advisors manage?**
Altura Wealth Advisors reports $234,907,065 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (100% discretionary).

**What types of clients does Altura Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (158); high net worth individuals (103).

**Which custodians does Altura Wealth Advisors use?**
Altura Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Altura Wealth Advisors 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/337998

**Does Altura Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated April 10, 2026 says: "Altura Wealth Advisors generally does not impose a minimum relationship size."

**What changed in Altura Wealth Advisors' recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 3 to 4.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 10, 2026)

- Account minimum: None

> Altura Wealth Advisors generally does not impose a minimum relationship size.

- Flat fee: $4,000 to $25,000 (initial fixed financial planning fee)

> Clients will be assessed an initial fixed financial planning fee ranging from $4,000-$25,000.

- Subscription: $350 to $2,500 a month (ongoing stand-alone financial planning services)

> The Advisor also offers ongoing stand-alone financial planning services on a monthly basis. Monthly fees range from $350 to $2,500 per month.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $234,907,065
- Discretionary: $234,870,323
- Non-discretionary: $36,742

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 158 | $56,114,062 |
| High net worth individuals | 103 | $174,828,622 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,380,561 |
| Charitable organizations | Fewer than 5 | $288,601 |
| Corporations or other businesses not listed above | Fewer than 5 | $295,219 |

### 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)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alturawealth.com
- Facebook @alturawealth
- Instagram @alturawealth

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 3 to 4.

### February 2026
- Regulatory assets under management went from $0 to $234,907,065.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altura Wealth Advisors (CRD 337998): Form ADV filing data as of October 2026.