firm profile
Alta Wealth Advisors LLC
Overview
Alta Wealth Advisors LLC is an SEC registered investment adviser based in Woburn, MA, registered since 2018. It reports $665M in assets under management across 1,665 accounts, with 15 employees. It has 12 investment adviser representatives.
- Reported AUM
- $665M
- Discretionary
- 100%
- Accounts
- 1,665
- Average account
- $399K
- Employees
- 15
- Advisory reps
- 12
- Registered since
- 2018
- Jurisdictions
- 8
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Bryan Parks Managing Partner CRD 5366064
- Michael Dominic Viti Managing Partner CRD 2046643
- Paul M Brissenden Managing Partner CRD 5416621
1 more executive officer, with direct contact details
Advisory reps 3 of 12
- Paul M Brissenden Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5416621
- Michael Patrick Burke Jr. Registered Rep · Investment Adviser Rep CRD 7562885
- Anthony J Depinto Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4092185
9 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 300 Tradecenter Ste 5700
Woburn, MA 01801 - County
- Middlesex
- Metro area
- Boston-Cambridge-Newton, MA-NH
- Region
- Northeast
Registrations
- SEC registered
- Registered in 8 jurisdictions
- Website: altawealthadvisors.com
Every state, with registration dates
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