Alta Wealth Advisors Llc
- Regulatory AUM
- $665M
- Discretionary
- $662M
- Clients
- 779
- Avg AUM / client
- $853K
- Accounts
- 1,665
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 539 | $143M | 21.5% |
| High net worth individuals | 233 | $506M | 76.2% |
| Pension and profit sharing plans | 2 | $3.1M | 0.46% |
| Corporations and other businesses | 5 | $12.3M | 1.86% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Patriot Ambulance Inc. 401(k) Profit Sharing Plan & Trust Patriot Ambulance Inc. | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Parks | Managing Partner | Feb 2018 (9y) | 25% – 50% | |
| Michael Dominic Viti | Managing Partner | Chartered Financial Consultant | Feb 2018 (9y) | 25% – 50% |
| Paul M Brissenden | Managing Partner | Feb 2018 (9y) | 25% – 50% | |
| Vincenzo Stuto | Managing Partner & Cco | Feb 2018 (9y) | 25% – 50% | |
| Anthony J Depinto | Registered representative | May 2018 (8y) | ||
| Zachary Armand Leighton | Registered representative | Oct 2024 (2y) | ||
| Nicole Marie Somers | Registered representative | Jan 2025 (2y) | ||
| Francis Thaddeus Finn | Registered representative | CFP | Jul 2025 (1y) | |
| Michael Robert Quinn | Registered representative | CFP Chartered Financial Consultant | Dec 2025 (1y) | |
| Reid Jonathan Soberman | Registered representative | Jan 2026 (1y) | ||
| William Gerard Skinner | Registered representative | Jan 2026 (1y) | ||
| Michael Patrick Burke | Registered representative | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Patriot Ambulance Inc. 401(k) Profit Sharing Plan & Trust | Patriot Ambulance Inc. | 75 | $4.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $662M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗