Alta Wealth Advisors

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Alta Wealth Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Woburn, MA, US

Alternative Asset Classes

-

About

Alta Wealth Advisors is a US-based wealth manager and a registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include wealth & investment management, tax-efficient investment solutions, cash flow management, financial planning, estate planning, long-term care planning, life & disability insurance, legacy planning, education planning, business succession planning, and portfolio management. The wealth manager advises individuals, high-net-worth individuals, corporations, and business entities.

Alta Wealth Advisors - known decision makers (14)

Contact NamePositionLocationEmailTelephoneAsset Class
Investment Adviser RepresentativeWoburn, USGEN
Investment Adviser RepresentativeWoburn, USGEN
Investment Adviser RepresentativeWoburn, USGEN
Investment Adviser RepresentativeWoburn, USGEN
Managing PartnerWoburn, USGEN

Showing 5 of 14 known decision makers Alta Wealth Advisors

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.