Data / Investment advisers / Utah / Altura Private Wealth LLC
Altura Private Wealth LLC, Centerville, UT: $129 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Altura Private Wealth LLC is an SEC registered investment adviser with its main office in Centerville, Utah and reports $129 million in regulatory assets under management in its Form ADV filed July 21, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 340533
- SEC file number
- 801-136502
- SEC status
- Approved, effective August 18, 2026
- Main office
- 839 Camille Cir, Centerville, UT 84014
- Phone
- (801) 574-0308
- Website
- alturapw.com
- Regulatory AUM
- $129,121,463 in the Form ADV filed July 21, 2026
- Discretionary AUM
- $129,121,463
- Accounts
- 870
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 290 | $66.3 million |
| High net worth individuals | 26 | $31.2 million |
| Pension and profit sharing plans | 7 | $29.2 million |
| Corporations or other businesses | 18 | $2.4 million |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Landmark Wealth Advisors, LLC | Farmington | $135.9 million | Not listed | adviserinfo.sec.gov |
| Veritas Wealth Management, LLC | Salt Lake City | $135.8 million | Not listed | adviserinfo.sec.gov |
| JRS Wealth Management LLC | South Jordan | $135 million | Not listed | adviserinfo.sec.gov |
| Palisade Wealth Management | Draper | $133.2 million | Not listed | adviserinfo.sec.gov |
| Brighton Wealth Management, Inc. | Cottonwood Heights | $131.9 million | Not listed | adviserinfo.sec.gov |
| Octant Quantitative Investment Management LLC | Salt Lake City | $128.2 million | Not listed | adviserinfo.sec.gov |
| Solidarity Capital Management, LLC | Lehi | $127.6 million | 1 | adviserinfo.sec.gov |
| Lone Peak Advisers | Draper | $125.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Altura Private Wealth LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.