Wealth manager, independent · Centerville, UT
Altura Private Wealth LLC
SEC-registered investment adviser · CRD 340533 · SEC 801-136502
At a glance
Altura Private Wealth LLC is an SEC-registered investment adviser based in Centerville, Utah, with $129 million in regulatory assets under management as of its Form ADV filed July 21, 2026. Its largest client group by assets is individuals, and it reports 316 individual clients. By Form ADV it is a wealth manager, ranked 7,440th of 8,915 wealth managers and 14,391st of 17,210 SEC-registered advisers by assets.
Main office 801-574-0308alturapw.comAs filed on Form ADV
- Regulatory AUM
- $129M
- Rank among wealth managers
- #7,440 of 8,915
- Rank among all SEC RIAs
- #14,391 of 17,210
- Rank in Utah
- #132 of 151
- Individual clients
- 316
- High-net-worth clients
- 26
- Accounts
- 870
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Justin C MartinChief Executive Officer
- Sean R. MartinChief Compliance Officer; Chief Operations Officer
- Justin C MartinManaging Member
- Sean R. MartinManaging Member
Custody and brokerage
Custodian
Altura Private Wealth LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 290 | $66M | 51% |
| High-net-worth individuals | 26 | $31M | 24% |
| Pension and profit sharing plans | 7 | $29M | 23% |
| Corporations or other businesses | 18 | $2M | 2% |
Disciplinary disclosures
Altura Private Wealth LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗alturapw.com ↗
AtlasMembers
The full record on Altura Private Wealth LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff from each filing
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- Growth over one, three and five years
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- Rank against 4,985 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Altura Private Wealth LLC manage?
Altura Private Wealth LLC reports $129 million in regulatory assets under management across 870 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 21, 2026.
What kind of firm is Altura Private Wealth LLC?
Altura Private Wealth LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Altura Private Wealth LLC’s clients?
By assets, its largest client types are individuals ($66 million, 290 clients); high-net-worth individuals ($31 million, 26 clients); pension and profit sharing plans ($29 million, 7 clients).
Does Altura Private Wealth LLC have any disciplinary history?
Altura Private Wealth LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Altura Private Wealth LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →