Altavista Wealth Management Review

Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Altavista Wealth Management, federally registered in 2003, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 6 advisors. Altavista Wealth Management manages $487.9 million and provides investment advisory services for 276 clients (1:46 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,767,594
Hybrid Advisor No
Disciplinary History No
Total AUM $487.9 million
Advisor / Client Ratio 1:46
Headquarters Asheville, NC
SEC Filings Forms and Brochures    (CRD # 122326)
State(s) Registered GA, LA, NC, SC, TX, VA

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