Roberta Newhouse
Advisor at Alturas Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Alturas Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Eagle, ID
Credentials
Series 66
Industry experience
19 years
Roberta Newhouse is a financial advisor with Alturas Wealth Management, LLC in Eagle, Idaho, holding a Series 66 credential and 19 years of industry experience. She has held roles at 1st Global Advisors, Inc. and Newhouse & Neistadt, LLC, and is currently a member of Alturas CPA Services, LLC, a certified public accounting firm. Newhouse also serves on the advisory board for the University of Idaho College of Business & Economics. Alturas Wealth Management serves individual and high-net-worth clients, offering discretionary asset management and financial planning across retirement, tax, estate, and cash-flow areas. The firm employs a variety of analytical approaches to tailor investment strategies and maintains discretionary trading authority to manage approximately $37 million for about 54 client relationships.
$0 - $100,000: 2.00% annually $100,001 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.15% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.75% annually
$175 per hour for financial planning and consulting services
Account minimum: $100,000
Eagle, ID
Idaho · Oregon · Washington
Alturas Cpa Services, Llc
2020 - Present (6 years)
Newhouse Investment Company Llc
2020 - Present (6 years)
Alturas Wealth Management, LLC
2019 - Present (7 years)
Newhouse Properties, LLC
2017 - Present (9 years)
1st Global Advisors, Inc.
2006 - 2019 (13 years)
1st Global Capital Corp.
2006 - 2019 (13 years)
Newhouse & Neistadt, LLC
1994 - 2020 (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")