Altura Wealth Advisors

EST. AUM
$234,907,065

CONTACTS
1

CLIENT ACCOUNTS
898

Firm Details

Metro area Virginia Beach
CRD Number 337998
Website alturawealth.com
Client types

Overview

Altura Wealth Advisors is a Virginia-based RIA and LLC founded in 2020 by Repp H. Lambert II. The firm provides continuous, fiduciary-level wealth management and discretionary investment management services to individuals, high net worth clients, trusts, and retirement plans. Its approach focuses on personalized strategies, long-term returns, and risk mitigation using model portfolios primarily consisting of ETFs and mutual funds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Altura Wealth Advisors

Platform Details

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