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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-17-2018
- Office Locations
- 1
Office Locations
About Alta Wealth Advisors LLC
Alta Wealth Advisors is a Woburn, MA-based advisory firm providing customized financial planning and investment management for individuals and families, including business owners navigating life transitions. The team builds portfolios using asset allocation with ETFs and mutual funds, with exposure to fixed income and real estate, and coordinates retirement, estate/legacy and insurance planning. Platform/custody includes LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL M BRISSENDEN
Financial Services Professional, Managing Partner
- CRD
- #5416621
- Ownership
- 25% but less than 50%
BRYAN PARKS
Managing Partner
- CRD
- #5366064
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Michael Patrick Burke Jr.
--
- CRD
- #7562885
ANTHONY J DEPINTO
--
- CRD
- #4092185
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $661,571,821 | $397,818 |
| Non-Discretionary | $3,062,987 | $1,531,494 |
| Total | $664,634,808 | $399,180 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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