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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 09-30-2025
- Office Locations
- 1
Office Locations
About Altura Wealth Advisors
Altura Wealth Advisors is an independent registered investment advisor in Virginia Beach providing holistic financial planning and tailored investment strategies. The firm supports needs such as tax, estate, insurance and business-succession planning, often serving business owners and entrepreneurs. Investment approach emphasizes asset allocation and risk management, with significant use of ETFs, and offers client access via Schwab custody. Recognized by Forbes Best-In-State wealth management teams.
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Owner & Executives
ROGER EDWARD CROOK JR
Chief Compliance Officer, Co-founder
- CRD
- #5667037
- Ownership
- Less than 5%
REPP HINKLE LAMBERT II
FOUNDER
- CRD
- #2816247
- Ownership
- Less than 5%
Delta catalyst
Signal capital ridge
- CRD
- #27031
- Ownership
- 26.7%
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Brian Tran
--
- CRD
- #7367878
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $234,870,323 | $262,425 |
| Non-Discretionary | $36,742 | $12,247 |
| Total | $234,907,065 | $261,589 |
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Separately Managed Accounts
Total SMA Asset: $234,907,065
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $907,340,418 | 13.5% |
| Cash | $1,955,822,678 | 29.1% |
| Public Funds | $2,957,257,658 | 44.0% |
| U.S. Government/Agency | $900,619,378 | 13.4% |
| Total | $6,721,040,132 | 100.0% |