Alturas Wealth Management, LLC

Alturas Wealth Management, LLC (CRD# 304531) is a financial advisory firm headquartered in Eagle, ID. They manage $30,220,129 in 77 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 1684, Eagle, ID 83616
https://www.alturaswm.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $392,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, OR

Financial Advisors at Alturas Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Melissa Lowther, financial advisor Eagle ID
Melissa S. Lowther
CRD#: 5752281
Eagle, ID

Melissa Lowther (CRD# 5752281) is an Investment Advisor Representative working at Alturas Wealth Management, LLC in Eagle, ID and has over 6 years of experience in the finance industry.

2
Roberta Newhouse, financial advisor Eagle ID
Roberta J. Newhouse
CRD#: 5143190
Eagle, ID

Roberta Newhouse (CRD# 5143190) is an Investment Advisor Representative working at Alturas Wealth Management, LLC in Eagle, ID and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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