ALTA ADVISORS LLC

ALTA ADVISORS LLC is an SEC-registered investment adviser (CRD 167839). Regulatory assets under management: $22.0M.

Registration

• CRD: 167839
• Type: Registered investment adviser
• Phone: 336-202-1327
• Latest filing: 2026-05-13
• Regulatory AUM: $22.0M
• Non-discretionary AUM: $22.0M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167839 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search