CRD: 309501
Altura Wealth Advisors Inc.
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-10-2020
- Office Locations
- 2
Office Locations
About Altura Wealth Advisors Inc.
Altura Wealth Advisors is a California-based RIA serving retail clients with retirement-focused planning, investment advising, and coordinated estate planning alongside legal professionals. The firm builds customized, disciplined portfolios aligned to goals and risk tolerance, with a strong ETF orientation and custody relationships including Charles Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
James Robert Rukstalis
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6736220
- Ownership
- 75% or more
Andrew Thomas Christian
CHIEF MARKETING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Arslan B Bahler
--
- CRD
- #6903770
Peter Bradshaw
Senior Advisor
- CRD
- #6997508
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,852,954 | $225,249 |
| Non-Discretionary | $21,248,420 | $1,931,675 |
| Total | $250,101,374 | $243,526 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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