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Director of Operations · Altura Wealth Advisors

Rachel T Wren

CRD 2819174 · Named on Form ADV at one SEC-registered adviser

At a glance

Altura Wealth Advisors, an SEC-registered wealth manager based in Virginia Beach, VA with $235 million in regulatory assets, lists Rachel T Wren on its Form ADV as Director of Operations, a control person.

Firms and roles

  • Altura Wealth AdvisorsDirector of OperationsWealth manager · Virginia Beach, VA · $235M in regulatory assets

AtlasMembers

Rachel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rachel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.