Realta Investment Advisors, Inc

Overview

Realta Investment Advisors, Inc is an SEC registered investment adviser based in Wilmington, DE, registered since 2007. It reports $385M in assets under management across 1,231 accounts, with 61 employees. It has 57 investment adviser representatives.

Reported AUM

$385M

Discretionary

62%

Accounts

1,231

Average account

$313K

Employees

61

Advisory reps

57

Registered since

2007

Jurisdictions

51

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Amy Enith Odom Chief Compliance Officer CRD 2674773

Advisory reps 3 of 57

• Kenneth Russell Boyd III Registered Rep · Investment Adviser Rep CRD 2156704
• Timothy Checko Registered Rep · Investment Adviser Rep CRD 2056932
• David Sylvan Cooper Registered Rep · Investment Adviser Rep CRD 2422262

54 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1201 N Orange St Ste 729
Wilmington, DE 19801

County

New Castle

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

South

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: realtawealth.com

Every state, with registration dates

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