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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Alturas Wealth Management, LLC

Roberta J. Newhouse

CRD 5143190 · Eagle, ID

At a glance

Roberta J. Newhouse is an investment adviser representative with Alturas Wealth Management, LLC in Eagle, ID, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Roberta’s SEC record dates to 2006, about 19 years ago. Designations on file: Personal Financial Specialist.

Current advisory firm

  • Alturas Wealth Management, LLCSince August 2019Eagle, ID · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2006 (19 years)
Designations
Personal Financial Specialist
Exams
Series 66
Registered in
3 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Roberta’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.