firm profile
Altura Wealth Advisors Inc.
Overview
Altura Wealth Advisors Inc. is an SEC registered investment adviser based in Santa Clara, CA, registered since 2020. It reports $25M in assets under management across 1,027 accounts, with 12 employees. It has 4 investment adviser representatives.
- Reported AUM
- $25M
- Discretionary
- 92%
- Accounts
- 1,027
- Average account
- $244K
- Employees
- 12
- Advisory reps
- 4
- Registered since
- 2020
- Jurisdictions
- 4
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 3 of 3
- James Robert Rukstalis President, Chief Compliance Officer CRD 6736220
- Andrew Thomas Christian Chief Marketing Officer CRD 8244477
- Timothy Michael Hoffart Chief Financial Officer CRD 8244484
Advisory reps 3 of 4
- Arslan B Bahler Investment Adviser Rep CRD 6903770
- Peter Bradshaw Insurance Agent · Investment Adviser Rep CRD 6997508
- Gage L Campbell Investment Adviser Rep CRD 7939683
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 2005 De la Cruz Blvd Ste 120
Santa Clara, CA 95050 - County
- Santa Clara
- Metro area
- San Jose-Sunnyvale-Santa Clara, CA
- Region
- West
Registrations
- SEC registered
- Registered in 4 jurisdictions
- Website: alturawealthadvisors.com
Every state, with registration dates
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