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ESG Planning

EST. AUM
$250,101,374

CONTACTS

CLIENT ACCOUNTS
1,027

Firm Details

Metro area San Jose
CRD Number 309501
Website alturawa.com
Client types

Overview

Altura Wealth Advisors is an SEC-registered investment advisor headquartered in Santa Clara, California, providing retirement planning, investment advising, and estate planning services to individuals and families. The firm has over two decades of experience serving clients from a wide range of professions including federal and local government employees, healthcare professionals, teachers, executives, and technology engineers. Altura is under common ownership with J.R. Financial and Insurance Services Inc., a licensed insurance agency, enabling the firm to coordinate investment, insurance, and tax services under a unified advisory relationship.

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Address

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

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