ALTA STRADA WEALTH MANAGEMENT

ALTA STRADA WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 337545). Regulatory assets under management: $52.7M.

Registration

• CRD: 337545
• Type: Registered investment adviser
• Phone: (531) 229-1993
• Latest filing: 2026-06-09
• Regulatory AUM: $52.7M
• Discretionary AUM: $52.7M
• Clients: 2
• Accounts: 54

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337545 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search