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 31 - 40 of 59 top financial advisors.
31
Michael Mirich, financial advisor Wilmington DE
Michael M. Mirich
CRD#: 1979328
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Michael Mirich (CRD# 1979328) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 14 years of experience in the finance industry.

32
Byron Moore, financial advisor Wilmington DE
Byron G. Moore
CRD#: 3169964
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Byron Moore (CRD# 3169964) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 25 years of experience in the finance industry.

33
James Nelson, financial advisor Wilmington DE
James M. Nelson
CRD#: 1931451
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

James Nelson (CRD# 1931451) 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.

34
Reed O'brien, financial advisor Wilmington DE
Reed M. O'brien
CRD#: 2123928
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Reed O'brien (CRD# 2123928) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 21 years of experience in the finance industry.

35
Alexander Orlando, financial advisor Oradell NJ
Alexander D. Orlando
CRD#: 6083042
550 Kinderkamack Rd, Suite 127, Oradell, NJ 07649

Alexander Orlando (CRD# 6083042) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Oradell, NJ and has over 10 years of experience in the finance industry.

36
Jay Porter, financial advisor Wilmington DE
Jay R. Porter
CRD#: 1123708
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Jay Porter (CRD# 1123708) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 40 years of experience in the finance industry.

37
Matthew Rakerd, financial advisor York PA
Matthew D. Rakerd
CRD#: 2516470
2350 Freedom Way, Ste 101, York, PA 17402

Matthew Rakerd (CRD# 2516470) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in York, PA and has over 29 years of experience in the finance industry.

38
Gary Ross, financial advisor Wilmington DE
Gary S. Ross
CRD#: 5985102
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Gary Ross (CRD# 5985102) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 12 years of experience in the finance industry.

39
Robert Schilling, financial advisor Stevensville MD
Robert B. Schilling
CRD#: 2609469
Stevensville, MD

Robert Schilling (CRD# 2609469) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Stevensville, MD and has over 26 years of experience in the finance industry.

40
James Shenk, financial advisor Wilmington DE
James F. Shenk
CRD#: 2876098
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

James Shenk (CRD# 2876098) 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.

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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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