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- Custodian
- Altruist · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Wave insight
- Established Date
- 09-11-2023
- Office Locations
- 1
Office Locations
About Alba Financial LLC
ALBA Wealth Advisers (ALBA Financial LLC) is a Council Bluffs, IA registered investment adviser offering financial planning and portfolio management, with insurance planning resources including life insurance quoting. Firm disclosures indicate portfolios are primarily ETF-based, and clients access accounts through the Altruist platform—useful for streamlined digital onboarding and custody alignment.
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Owner & Executives
ROBERT ALEXANDER DONALD DODSON
Chief Compliance Officer, FINANCIAL PLANNER, Investment Adviser, Owner
- CRD
- #6594056
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,915,846 | -- |
| Non-Discretionary | $886,533 | -- |
| Total | $3,802,379 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,802,379
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $532,738,852 | 14.4% |
| Public Funds | $965,589,170 | 26.1% |
| Equity - OTC | $954,490,444 | 25.8% |
| Cash | $1,046,979,828 | 28.3% |
| Other | $199,777,069 | 5.4% |
| Total | $3,699,575,363 | 100.0% |