A
$52.7M Total AUM
$52.7M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-26-2025
- Office Locations
- 1
Office Locations
-- Lincoln NE
About Alta Strada Wealth Management
Alta Strada Wealth Management is a Lincoln-based RIA. The firm has been operating for 0 years. Managing $52.7M in total assets under management, with 2 advisory representatives. They custody assets with Altruist.
Team overview
-- AVG AGE
$26.3M AVG AUM / ADVISOR
$975.2K AVG AUM / CLIENT
0.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
N
NORMAN RALPH AUGER III
Managing Partner, WEALTH ADVISOR
- CRD
- #2434378
- Ownership
- 50% but less than 75%
Available
Available
Available
Tyler Woods
Chief Compliance Officer, Managing Partner, WEALTH ADVISOR
- CRD
- #6633341
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,660,140 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,660,140 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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