Altavista Wealth Management, Inc.

Altavista Wealth Management, Inc. (CRD# 122326) is a financial advisory firm headquartered in Asheville, NC. They manage $408,713,530 in 916 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    409
    MILLION
  • Total Number of Accounts
    916
    ACCOUNTS
  • Average Account Value
    $446,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, NC, SC, TX, VA

Financial Advisors at Altavista Wealth Management, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Jacquelyn S. Friedrich
CRD#: 4534494
4 Vanderbilt Park Drive, Suite 310, Asheville, NC 28803
101
Wealthminder
score

Jacquelyn Friedrich (CRD# 4534494) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has over 10 years of experience in the finance industry. Jacquelyn Friedrich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan E. Shumate
CRD#: 4130624
6201 Fairview Road Suite 322, Charlotte, NC 28210
96
Wealthminder
score

Jonathan Shumate (CRD# 4130624) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry. Jonathan Shumate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Logan L. Bolick
CRD#: 6318241
4 Vanderbilt Park Drive, Suite 310, Asheville, NC 28803
95
Wealthminder
score

Logan Bolick (CRD# 6318241) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has 3 years of experience in the finance industry.

4
Jeffrey B. Howden
CRD#: 4628383
4 Vanderbilt Park Drive, Suite 310, Asheville, NC 28803
93
Wealthminder
score

Jeffrey Howden (CRD# 4628383) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has over 15 years of experience in the finance industry.

5
Gregory N. Jones
CRD#: 2891924
4 Vanderbilt Park Drive, Suite 310, Asheville, NC 28803
93
Wealthminder
score

Gregory Jones (CRD# 2891924) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has over 20 years of experience in the finance industry.

6
William E. Zorigian
CRD#: 5273248
6525 Morrison Blvd., Ste 107, Charlotte, NC 28211
93
Wealthminder
score

William Zorigian (CRD# 5273248) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.

7
Kyle R. Boyd
CRD#: 3070015
4 Vanderbilt Park Drive, Suite 310, Asheville, NC 28803
92
Wealthminder
score

Kyle Boyd (CRD# 3070015) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has 1 year of experience in the finance industry.

8
Lewis D. Akers
CRD#: 2883544
4 Vanderbilt Park Drive, Suite 310, Asheville, NC 28803
86
Wealthminder
score

Lewis Akers (CRD# 2883544) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has over 20 years of experience in the finance industry. Lewis Akers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Ronald G. Carland
CRD#: 4825512
4 Vanderbilt Park Drive, Suite 310, Asheville, NC 28803
76
Wealthminder
score

Ronald Carland (CRD# 4825512) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has over 13 years of experience in the finance industry. Ronald Carland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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