A
CRD: 169190
Alta Pacific Wealth Management LLC
Mission Viejo, CA, 92691
9492029064
$65.0M Total AUM
$65.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-21-2014
- Office Locations
- 1
Office Locations
27201 Puerta Real Suite 300 Mission Viejo CA
About Alta Pacific Wealth Management LLC
Alta Pacific Wealth Management LLC is a Mission Viejo-based RIA. The firm has been operating for 12 years. Managing $65.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$65.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
M
MARK JOSEPH ROBLES
Director, Financial Advisor, MANAGING DIRECTOR
- CRD
- #857485
- Ownership
- 75% or more
(224) 967-7087
legacy.alpha@atlascapital.com
in linkedin.com/in/capital-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,039,721 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,039,721 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,039,721
Equity - Exchange:
82.1% Cash:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,297,037,671 | 82.1% |
| Cash | $1,372,922,952 | 17.9% |
| Total | $7,669,960,623 | 100.0% |