REALTA EQUITIES, INC. X-17A-5 (2026-04-24) — Broker-dealer annual report

Full text of REALTA EQUITIES, INC.'s X-17A-5 filed 2026-04-24 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ ## REALTA EQUITIES, INC. # CONSOLIDATED STATEMENT OF FINANCIAL CONDITION # YEAR ENDED DECEMBER 31, 2025 {1}------------------------------------------------ #### TABLE OF CONTENTS #### Page No. | ANNUAL AUDITED REPORT FORM X-17A-5 PART III (Facing Page) | 1 | |-----------------------------------------------------------|---| | OATH OR AFFIRMATION | 2 | | REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM | 3 | | FINANCIAL STATEMENT | | | Consolidated Statement of Financial Condition | 4 | | Notes to Consolidated Financial Statements | 5 | {2}------------------------------------------------ #### **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 # **ANNUAL REPORTS FORM X-17A-5 PART** Ill | SEC FILE NUMBER | |-----------------| |-----------------| 8-43567 **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING \_\_\_ 0\_1\_/\_0\_1/\_2\_5 \_\_ AND ENDING \_\_\_ 1\_2\_/3\_1\_/\_2\_5 \_\_ MM/DD/VY MM/DD/VY **A. REGISTRANT IDENTIFICATION** # NAME oF FIRM: Realta Equities,lnc. TYPE OF REGISTRANT {check all applicable boxes): Kl Broker-dealer □ Security-based swap dealer □ Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: {Do not use a P.O. box no.) | | | 1201 N. Orange Street, Suite 729 | | | |----------------------------------------------------------------------------------------------------|--|------------------------------------------------------------|------------------------------------------|--------------------------| | | | (No. and Street) | | | | Wilmington | | | Delaware | 19801 | | (City) | | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Jake Palmer | | 302-307-1433 EXT 710 | | jpalmer@realtawealth.com | | (Name) | | (Area Code -Telephone Number) | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Adeptus Partners, LLC | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | 733 Route 35 North Suite A | | Ocean | NJ | 07712 | | (Address) | | (City) | (State) | (Zip Code) | | 01/06/2010 | | 3686 | | | | rte of Reg;st,afoo w;th PCAOB…

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