# ALTAVISTA WEALTH MANAGEMENT, INC.

ALTAVISTA WEALTH MANAGEMENT, INC. of ASHEVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 122326
- Type: SEC-registered investment adviser
- SEC file number: 801-62511
- Location: 4 VANDERBILT PARK DRIVE, SUITE 310, ASHEVILLE, NC, 28803
- Phone: 828-684-2600
- Latest filing: 2021-04-05
- Regulatory AUM: $601.5M
- Discretionary AUM: $592.9M
- Non-discretionary AUM: $8.6M
- Clients: 10
- Accounts: 927

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| BOYD KYLE RUSSELL | MANAGING PRINCIPAL; SECRETARY; SECRETARY/CCO (+2 more) | — |
| JONES GREGORY NORTON | MANAGING DIRECTOR; MANAGING PRINCIPAL; PRINCIPAL | — |
| AKERS LEWIS DANIEL | PRESIDENT/TREASURER; PRESIDENT/TREASURER/MANAGING PRINCIPAL; PRINCIPAL | — |
| NELSOM CHRISTINE BARRY | DIRECTOR OF OPERATIONS | — |
| ORR BARBARA SIMPSON | DIRECTOR OF CLIENT RELATIONSHIPS | — |
| NELSON CHRISTINE BARRY | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | — |
| FRIEDRICH JACQUELYN SHELLY | FINANCIAL ADVISOR | — |
| SHUMATE JONATHAN E | SENIOR FINANCIAL ADVISOR | — |
| BOLICK LOGAN LEE | DIRECTOR OF RESEARCH, FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122326/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122326/similar
- Related entities: https://search.stillhousedata.com/firm/122326/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122326

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.