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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-29-2019
- Office Locations
- 1
Office Locations
About Alturas Wealth Management, LLC
Alturas Wealth Management & CPA Services is an independent RIA delivering tax-optimized, holistic wealth management for clients seeking disciplined, long-term planning. The team integrates financial planning with tax, retirement, estate, and education planning, plus investment management custodying primarily at Charles Schwab. A differentiator for distribution partners: both owners are CPAs and the firm pairs advisory work with in-house tax preparation and accounting services.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
MELISSA SUE LOWTHER
Chief Compliance Officer, Managing Member
- CRD
- #5752281
- Ownership
- 50% but less than 75%
ROBERTA JOLEEN NEWHOUSE
Managing Member
- CRD
- #5143190
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,132,000 | $478,651 |
| Non-Discretionary | $0 | -- |
| Total | $47,132,000 | $478,651 |
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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 |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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