Altruvista LLC

Altruvista LLC (CRD# 154576) is a financial advisory firm headquartered in Houston, TX. They manage $122,729,404 in 245 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $500,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

TX

Financial Advisors at Altruvista LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jack D. Cowling
CRD#: 5636388
3555 Timmons Lane, Suite 915, Houston, TX 77027
90
Wealthminder
score

Jack Cowling (CRD# 5636388) is an Investment Advisor Representative working at Altruvista LLC in Houston, TX and has 1 year of experience in the finance industry.

2
Lee D. Mayfield
CRD#: 6132274
3555 Timmons Lane, Suite 915, Houston, TX 77027
90
Wealthminder
score

Lee Mayfield (CRD# 6132274) is an Investment Advisor Representative working at Altruvista LLC in Houston, TX and has over 4 years of experience in the finance industry.

3
Abbas R. Somji
CRD#: 5957586
3555 Timmons Lane, Suite 915, Houston, TX 77027
90
Wealthminder
score

Abbas Somji (CRD# 5957586) is an Investment Advisor Representative working at Altruvista LLC in Houston, TX and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.