ALTURA WEALTH ADVISORS INC.
  • ALTURA WEALTH ADVISORS INC.
  • ESG PLANNING
  • HARPER INVESTING

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 10/08/2021
Other registrations (1)
ADV Location SANTA CLARA, CA, United States
Contact Info 408 xxxxxxx
Websites
AUM* 250,101,374 147%
of that, discretionary 228,852,954 126%
Number of Employees 12 300%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 243,526 113%
% High Net Worth 15.40% 77%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

229M 196M 163M 131M 98M 65M 33M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM131.3m #Funds-
Adviser D.A.C. DAVIS INVESTMENT COUNSEL, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM12.9m #Funds-
Adviser R & R FINANCIAL PLANNERS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM60.1m #Funds-
Adviser BLUE WATER ASSET MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM428.5m #Funds-
Adviser ERICKSON FINANCIAL GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM198.9m #Funds-
Adviser BRIGHT FUTURES WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM294.5m #Funds-
Adviser FINANCIAL PLAN, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.6b #Funds-
Adviser RFG ADVISORY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM6.8b #Funds-
Adviser BECK BODE LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM666.4m #Funds-
Adviser MERKLE RETIREMENT PLANNING Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM568.8m #Funds-