Wealth Manager
    SEC Registered
    Manages Private Funds

    Realta Investment Advisors, Inc

    Registered investment advisor · Wilmington, Delaware · CRD #134952

    Assets Under Management
    $385M
    Client Accounts
    1,231
    Employees
    61
    CRD Number
    134952
    Registration
    SEC Registered
    Custodian
    Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Realta Investment Advisors, Inc

    Realta Investment Advisors, Inc is a financial advisory firm offering portfolio management, investment consulting, financial planning, and estate planning. Based in Wilmington, Delaware, it manages approximately $670 million in assets and has been operating since 1989. The firm focuses on empowering accomplished advisors to grow on their terms.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Realta Investment Advisors, Inc

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    Frequently Asked Questions

    What is Realta Investment Advisors, Inc's AUM?

    Realta Investment Advisors, Inc reports approximately $385M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Realta Investment Advisors, Inc headquartered?

    Realta Investment Advisors, Inc is headquartered in Wilmington, Delaware.

    What is Realta Investment Advisors, Inc's CRD number?

    Realta Investment Advisors, Inc's CRD number is 134952. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Realta Investment Advisors, Inc manage?

    Realta Investment Advisors, Inc manages approximately 1,231 client accounts according to its latest SEC filing.

    Is Realta Investment Advisors, Inc SEC registered?

    Yes, Realta Investment Advisors, Inc is registered with the SEC as an investment adviser with an approved registration status.

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