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Alta Strada Wealth Management

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Client assets under management

$52,660,140

Clients

54

41% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

27

Low

Average account size

$975,188

About

Alta Strada Wealth Management provides discretionary investment management and financial planning to a limited client base that includes individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm also offers retirement plan consulting, recommends fee‑based annuities, and facilitates estate‑planning documents through a third‑party technology provider.

The firm constructs diversified portfolios using modern portfolio principles and a mix of passive and active strategies, and it routinely employs outside managers and the Altruist model marketplace to implement client allocations across stocks, bonds, mutual funds, and ETFs. Alta Strada conducts ongoing monitoring with quarterly account reviews, manages held‑away retirement plan assets via account‑aggregation services, and can incorporate socially conscious investment screens when requested.

Noteworthy aspects compared with peers include the firm’s small roster of 54 clients and about $52.7 million in assets under management, which corresponds to relatively larger account sizes per client. Alta Strada also offers educational seminars and speaking engagements, participates in the Altruist institutional platform and model marketplace, and combines technology‑enabled estate‑document facilitation with held‑away account management—services that are less common among similarly sized supported firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Annuities Business sale tax planning

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial Planning: fixed fees range $5,000 to $50,000; Estate Planning fees $1,000 to $30,000; Educational seminars $500 to $50,000 per seminar

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $15,000,000: 0.65% $15,000,001+: 0.45%

Project-based

$400 per hour for project-based financial planning

Other

Fee-only: Financial Planning: initial fee up to $50,000; ongoing quarterly fixed fees $5,000 to $50,000; project-based fixed fees $5,000 to $50,000 or $400/hour

Main office location

Alta Strada Wealth Management

Lincoln NE, United States

Number of offices

1

Most active in

More info

Nebraska · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website (531) 229-1993

Advisors at this firm

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Norman A

Series 63, Series 65

Lincoln, NE

Alta Strada Wealth Management

Norman Auger III is a financial advisor at Alta Strada Wealth Management in Lincoln, NE, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, North Channel Capital, and Wells Fargo Advisors Financial Network. Outside of his advisory role, he is involved with CHG, Inc., a business entity for accounting purposes. Alta Strada Wealth Management provides investment advisory and financial planning services to employer-sponsored retirement plans, charitable organizations, corporations, and individuals. The firm employs a modern portfolio theory approach that combines passive and active strategies and emphasizes retirement plan consulting and participant education.

Retirement income strategy Annuities Business sale tax planning Founder/Business Owner Executive
user avatar

Tyler W

Series 66

Lincoln, NE

Alta Strada Wealth Management

Tyler Woods is a financial advisor at Alta Strada Wealth Management in Lincoln, NE, holding a Series 66 designation with seven years of industry experience. He has worked at several firms including LPL Financial and Securities America Advisors before joining Alta Strada Wealth Partners in 2025. Alta Strada Wealth Management provides investment advisory and financial planning services to employer-sponsored retirement plans, charitable organizations, corporations, and individual clients. The firm employs a combination of passive and active investment strategies grounded in modern portfolio theory and emphasizes retirement plan consulting and participant education.

Retirement income strategy Annuities Business sale tax planning Founder/Business Owner Executive
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