Data / Investment advisers / Virginia / Altura Wealth Advisors
Altura Wealth Advisors, Virginia Beach, VA: $235 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Altura Wealth Advisors is an SEC registered investment adviser with its main office in Virginia Beach, Virginia and reports $235 million in regulatory assets under management in its Form ADV filed April 10, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Altura Wealth Advisors (CRD number 337998): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 337998
- SEC file number
- 801-134316
- SEC status
- Approved, effective September 30, 2025
- Legal name
- LCW Services, LLC
- Main office
- 4669 South Blvd Ste 105, Virginia Beach, VA 23452
- Phone
- (757) 834-7606
- Website
- alturawealth.com
- Regulatory AUM
- $234,907,065 in the Form ADV filed April 10, 2026
- Discretionary AUM
- $234,870,323
- Non discretionary AUM
- $36,742
- Accounts
- 898
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 10, 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 |
|---|---|---|
| High net worth individuals | 103 | $174.8 million |
| Individuals (other than high net worth individuals) | 158 | $56.1 million |
| Pension and profit sharing plans | Fewer than 5 | $3.4 million |
| Corporations or other businesses | Fewer than 5 | $295,219 |
| Charitable organizations | Fewer than 5 | $288,601 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $234.9 million | January 26, 2026 |
| December 1, 2025 | Not listed | September 30, 2025 |
Other advisers in Virginia Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Beacon Harbor Wealth Advisors | Virginia Beach | $608.3 million | Not listed | adviserinfo.sec.gov |
| Bellars Harris Wealth Management | Virginia Beach | $505.4 million | Not listed | adviserinfo.sec.gov |
| Virginia Wealth Management Group, Inc. | Virginia Beach | $393.8 million | Not listed | adviserinfo.sec.gov |
| Vantage Consulting Group Inc | Virginia Beach | $246.3 million | 9 | adviserinfo.sec.gov |
| Spectrum Financial Inc | Virginia Beach | $236.5 million | Not listed | adviserinfo.sec.gov |
| Bay Capital Advisors, LLC | Virginia Beach | $228.3 million | Not listed | adviserinfo.sec.gov |
| Wealthtrak Advisors | Virginia Beach | $214.3 million | Not listed | adviserinfo.sec.gov |
| Cook Financial Designs, Inc. | Virginia Beach | $172.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia Beach, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Altura Wealth Advisors 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.