Realta Investment Advisors, Inc.

Realta Investment Advisors, Inc. (CRD# 134952) is a financial advisory firm headquartered in Wilmington, DE. They manage $799,701,457 in 3,529 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
1201 N. Orange Street, Suite 729, Wilmington, DE 19801
https://www.linkedin.com/company/realta-wealth
By the Numbers
  • Total Assets Under Management
    800
    MILLION
  • Total Number of Accounts
    3,529
    ACCOUNTS
  • Average Account Value
    $226,609
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
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Realta Investment Advisors, Inc.
Showing 1 - 10 of 59 top financial advisors.
1
Stephen Barber, financial advisor Wilmington DE
Stephen E. Barber
CRD#: 4593018
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Stephen Barber (CRD# 4593018) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 19 years of experience in the finance industry.

2
John Barragan, financial advisor Wilmington DE
John A. Barragan
CRD#: 2941942
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

John Barragan (CRD# 2941942) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 26 years of experience in the finance industry.

3
Stephanie Beach, financial advisor Wilmington DE
Stephanie N. Beach
CRD#: 3145490
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Stephanie Beach (CRD# 3145490) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 23 years of experience in the finance industry.

4
Johnny Borrelli, financial advisor Plano TX
Johnny Borrelli
CRD#: 6788697
Plano, TX

Johnny Borrelli (CRD# 6788697) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Plano, TX and has over 6 years of experience in the finance industry.

5
Kenneth Boyd, financial advisor Wilmington DE
Kenneth R. Boyd
CRD#: 2156704
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Kenneth Boyd (CRD# 2156704) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 23 years of experience in the finance industry.

6
Frank Calabrese, financial advisor Fairfield NJ
Frank M. Calabrese
CRD#: 1324210
363 Route 46 West Suite 300, Fairfield, NJ 07004

Frank Calabrese (CRD# 1324210) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Fairfield, NJ and has over 39 years of experience in the finance industry.

7
Don Clark, financial advisor Wilmington DE
Don H. Clark
CRD#: 1735777
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Don Clark (CRD# 1735777) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 29 years of experience in the finance industry.

8
David Cooper, financial advisor Wilmington DE
David S. Cooper
CRD#: 2422262
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

David Cooper (CRD# 2422262) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 30 years of experience in the finance industry.

9
Bobby Cowand, financial advisor Wilmington DE
Bobby K. Cowand
CRD#: 2317710
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Bobby Cowand (CRD# 2317710) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 31 years of experience in the finance industry.

10
Robert Davis, financial advisor Wilmington DE
Robert E. Davis
CRD#: 5255982
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Robert Davis (CRD# 5255982) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 17 years of experience in the finance industry.

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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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