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).
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Total Assets Under Management800MILLION
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Total Number of Accounts3,529ACCOUNTS
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Average Account Value$226,609
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Charles Sobel (CRD# 5846500) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 13 years of experience in the finance industry.
Gregg Somerville (CRD# 1397076) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 38 years of experience in the finance industry.
Sean Somerville (CRD# 5633079) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Baltimore, MD and has over 15 years of experience in the finance industry.
Kurtis Stroemel (CRD# 4609028) 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.
Blane Tierney (CRD# 1427259) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 35 years of experience in the finance industry.
Richard Toban (CRD# 6033185) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Seattle, WA and has over 12 years of experience in the finance industry.
David Vitt (CRD# 3243506) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 24 years of experience in the finance industry.
Donald Wells (CRD# 1217316) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Seattle, WA and has over 40 years of experience in the finance industry.
Noah Wertheimer (CRD# 4907880) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 18 years of experience in the finance industry.
Craig Wiener (CRD# 1401644) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Memphis, TN and has over 38 years of experience in the finance industry.