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- Custodian
- Broadridge · Capital Group · First Clearing · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-06-2007
- Office Locations
- 50
Office Locations
About Realta Investment Advisors, INC
Realta Wealth (Realta Investment Advisors) is an independent wealth management community for independent advisors and their clients, combining a full-service platform, modern technology, and personalized support. Advisors can deliver financial planning and portfolio construction with an ETF-heavy SMA implementation, while maintaining autonomy. The ecosystem is shaped with an Advisory Board of wealth management leaders; platform relationships include Pershing.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Amy Enith Odom
Associate, Chief Compliance Officer
- CRD
- #2674773
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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KENNETH RUSSELL BOYD III
Partner
- CRD
- #2156704
DAVID SYLVAN COOPER
Financial Advisor
- CRD
- #2422262
Showing 2 of 58 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,507,569 | $337,369 |
| Non-Discretionary | $147,882,369 | $280,612 |
| Total | $385,389,938 | $313,071 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Other | 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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