Alta Wealth Advisors LLC

Alta Wealth Advisors LLC (CRD# 293675) is a financial advisory firm headquartered in Woburn, MA. They manage $400,213,193 in 1,033 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
400 Tradecenter, Suite 4810, Woburn, MA 01801
https://www.altawealthadvisors.com
By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • Total Number of Accounts
    1,033
    ACCOUNTS
  • Average Account Value
    $387,428
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, TX

Financial Advisors at Alta Wealth Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Paul Brissenden, financial advisor Woburn MA
Paul M. Brissenden
CRD#: 5416621
400 Tradecenter, Suite 4810, Woburn, MA 01801

Paul Brissenden (CRD# 5416621) is an Investment Advisor Representative working at Alta Wealth Advisors LLC in Woburn, MA and has over 16 years of experience in the finance industry.

2
Anthony Depinto, financial advisor Woburn MA
Anthony J. Depinto
CRD#: 4092185
400 Tradecenter, Suite 4810, Woburn, MA 01801

Anthony Depinto (CRD# 4092185) is an Investment Advisor Representative working at Alta Wealth Advisors LLC in Woburn, MA and has over 24 years of experience in the finance industry.

3
Bryan Parks, financial advisor Woburn MA
Bryan Parks
CRD#: 5366064
400 Tradecenter, Suite 4810, Woburn, MA 01801

Bryan Parks (CRD# 5366064) is an Investment Advisor Representative working at Alta Wealth Advisors LLC in Woburn, MA and has over 16 years of experience in the finance industry.

4
Vincenzo Stuto, financial advisor Woburn MA
Vincenzo Stuto
CRD#: 4955851
400 Tradecenter, Suite 4810, Woburn, MA 01801

Vincenzo Stuto (CRD# 4955851) is an Investment Advisor Representative working at Alta Wealth Advisors LLC in Woburn, MA and has over 17 years of experience in the finance industry.

5
Michael Viti, financial advisor Woburn MA
Michael D. Viti
CRD#: 2046643
400 Tradecenter, Suite 4810, Woburn, MA 01801

Michael Viti (CRD# 2046643) is an Investment Advisor Representative working at Alta Wealth Advisors LLC in Woburn, MA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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