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Alta Wealth Advisors LLC

Updated today

Client assets under management

$649,230,162

Clients

772

30% high-net worth

Advisors

12

of 15 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

64

Typical

Average account size

$840,972

About

Alta Wealth Advisors LLC provides portfolio management, financial planning, pension/401(k) consulting, and periodic educational seminars to individuals (including high-net-worth clients) and business entities. The firm also sponsors a wrap-fee program and may recommend third‑party advisers or managers as part of its service offering.

Alta tailors investment programs to each client’s goals, time horizon and documented risk tolerance, using model allocations alongside individualized recommendations and regular portfolio monitoring. Its investment process draws on multiple analytic approaches (fundamental, quantitative, technical, charting and modern portfolio theory) and the firm commonly operates with discretionary trading authority, including strategies that can use options, margin and short sales.

Noteworthy operational features disclosed in the brochure include that several principals are registered representatives of LPL Financial and licensed insurance agents who may receive commissions or other outside compensation for product sales, and the firm receives custodial support services and other benefits from LPL (including forgivable loans to related persons), which are identified as potential conflicts of interest. Alta also discloses that it does not aggregate trades across client accounts, maintains no stated account minimum, and limits its investment universe to vehicles that include private placements and precious‑metal ETFs.

Client services

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

Expertise

Options & derivatives strategies Private / alternative investments Annuities Wealth management

Fee options

Fixed

Fixed fees for pension consulting plans between $250 and $2,500.

Percentage

$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $2,500,000: 1.25% $2,500,001 - $10,000,000: 1.00% $10,000,001+: 0.75% $0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: 0.50%

Commissions

Certain principals receive commissions for the sale of securities and insurance products.

Project-based

Hourly financial planning fees negotiated between $150 and $350 per hour.

Other

Fee-only: Financial planning: Fixed fees between $250 and $2,500; Hourly fees between $150 and $350.

Main office location

Alta Wealth Advisors LLC

400 Tradecenter, Suite 4810

Woburn MA 01801, United States

Number of offices

1

Most active in

Colorado · Connecticut · Florida · Maine · Massachusetts · New Hampshire · New York · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Francis F

CFP®, Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Francis Finn is a CFP® with 35 years of experience in the financial services industry. He currently serves as an advisor at Alta Wealth Advisors LLC, joining the firm in 2025 after over two decades at LPL Financial. Finn provides investment advisory services through Alta Wealth Advisors, an independent registered investment advisor firm. Alta Wealth Advisors serves individuals, including high-net-worth clients, and business entities with discretionary portfolio management, third-party adviser selection, pension and 401(k) consulting, and financial planning. The firm employs a variety of analytical approaches and offers strategies ranging from long-term investing to short-term trading, managing accounts on a discretionary basis tailored to clients’ risk tolerances and time horizons.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
user avatar

Bryan P

Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Bryan Parks is a financial advisor with Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Alta Wealth Advisors since 2018 and previously at Pinnacle Private Wealth and LPL Financial. Outside of advisory work, he is involved as a non-variable insurance agent. Alta Wealth Advisors provides investment advisory services to individuals and business entities, including high-net-worth clients, offering portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm employs a variety of analytical approaches and investment strategies, managing accounts on a discretionary basis tailored to clients’ risk tolerances and time horizons.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
user avatar

Paul B

Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Paul Brissenden is a financial advisor with Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at LPL Financial, Pinnacle Private Wealth, and Santander Securities. He also serves as president of Porter Financial Inc., an investment-related business entity. Alta Wealth Advisors provides investment advisory services to individuals, including high-net-worth clients, and business entities. The firm offers discretionary portfolio management, third-party adviser selection, pension consulting, and financial planning, employing a variety of analytical approaches and investment strategies tailored to client risk tolerances and time horizons.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
user avatar

Zachary L

Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Zachary Leighton is a financial advisor at Alta Wealth Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. for ten years before joining Alta Wealth Advisors and LPL Financial LLC. He is also the owner of Cranberry Harvest Co LLC, a business based in Massachusetts. Alta Wealth Advisors provides investment advisory services to individuals, including high-net-worth clients, and business entities, offering discretionary portfolio management, third-party adviser selection, pension and 401(k) consulting, and financial planning. The firm employs a variety of analytical approaches and manages accounts on a discretionary basis, tailoring portfolios to clients’ risk tolerances and time horizons.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
user avatar

Vincenzo S

Series 63, Series 66

Woburn, MA

Alta Wealth Advisors LLC

Vincenzo Stuto is a financial advisor with Alta Wealth Advisors LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at LPL Financial, Pinnacle Private Wealth, Santander Securities, and Sovereign Bank. Alta Wealth Advisors provides investment advisory services to individuals and business entities, offering discretionary portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm uses a variety of analytical approaches and investment strategies, managing accounts on a discretionary basis tailored to clients’ risk tolerances and time horizons.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
user avatar

William S

Series 66

Woburn, MA

Alta Wealth Advisors LLC

William Skinner Jr. is a financial advisor at Alta Wealth Advisors LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic and Destra Capital Investments. Outside of advising, he owns and manages the Vehicle Inspection Center in Springfield, Massachusetts. Alta Wealth Advisors provides investment advisory services to individuals and business entities, including high-net-worth clients, offering portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm employs a variety of analytical approaches and manages accounts on a discretionary basis, with portfolios tailored to clients’ risk tolerances and time horizons.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
user avatar

Nicole S

Series 66

Woburn, MA

Alta Wealth Advisors LLC

Nicole Somers is a financial advisor with Alta Wealth Advisors LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for 15 years and is currently employed at Stop and Shop in a customer service role outside of financial advising. Alta Wealth Advisors provides investment advisory services to individuals and business entities, offering discretionary portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm employs a variety of analytical approaches and manages accounts on a discretionary basis, tailoring portfolios to client risk tolerances and time horizons.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
user avatar

Michael Q

CFP®, ChFC®, Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Michael Quinn is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has worked at firms including New York Life Insurance Company, Eagle Strategies, Quinn Wealth Strategies, and LPL Financial. Quinn currently serves as an advisor at Alta Wealth Advisors LLC in Woburn, MA. Alta Wealth Advisors provides investment advisory services to individuals and business entities, including high-net-worth clients, offering discretionary portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm employs a variety of analytical approaches and manages accounts on a discretionary basis, with tailored portfolios aligned to clients’ risk tolerances and time horizons.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
user avatar

Michael V

ChFC®, Series 63

Woburn, MA

Alta Wealth Advisors LLC

Michael Viti is a ChFC®-designated financial advisor with 35 years of industry experience. He is a member of the team at Alta Wealth Advisors LLC, where he has worked since 2018, and has prior experience with LPL Financial and Pinnacle Private Wealth. Outside of his advisory role, he is involved with several non-variable insurance agencies, including The Marcus Agency and The Smith Group. Alta Wealth Advisors provides investment advisory services to individuals and business entities, including high-net-worth clients. The firm employs a variety of analytical approaches and manages portfolios on a discretionary basis, offering tailored strategies that range from long-term investing to short-term trading.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
user avatar

Michael B

Series 63, Series 66

Woburn, MA

Alta Wealth Advisors LLC

Michael Burke Jr. is a financial advisor with Alta Wealth Advisors LLC in Woburn, MA. He holds Series 63 and Series 66 licenses and has experience working at LPL Financial, MassMutual Life Insurance Co, Baystate Financial, and Mass Mutual Investors Services. Outside of finance, he has worked with Varsity Movers and Upcycle Inc. Alta Wealth Advisors provides investment advisory services to individuals, including high-net-worth clients, and business entities. The firm offers discretionary portfolio management, pension consulting, and financial planning, using a variety of analytical approaches and investment strategies tailored to client risk tolerances and time horizons.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
user avatar

Reid S

Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Reid Soberman is a financial advisor with Alta Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at OSAIC, Infinex Investments, Lincoln Investment, Purshe Kaplan Sterling Investments, and McAdam LLC. Outside of finance, he is a part owner of Team Fight Academy, a fitness gym. Alta Wealth Advisors provides investment advisory services to individuals and business entities, including high-net-worth clients, offering discretionary portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm employs a variety of analytical approaches and manages accounts on a discretionary basis, tailoring portfolios to risk tolerance and time horizons, and is notable for sponsoring a wrap-fee program and offering free educational seminars.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
user avatar

Anthony D

Series 63, Series 65

Woburn, MA

Alta Wealth Advisors LLC

Anthony Depinto is a financial advisor with Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has worked at firms including LPL Financial, Pinnacle Private Wealth, and Mass Mutual Investors Services. Outside of advisory work, he is involved in business ownership roles including serving as president and treasurer of a non-investment-related company and as a partner in another business entity. Alta Wealth Advisors provides investment advisory services to individuals, including high-net-worth clients, and business entities, offering portfolio management, third-party adviser selection, pension and 401(k) consulting, and financial planning. The firm employs a variety of analytical approaches and manages accounts on a discretionary basis, tailoring portfolios to clients’ risk tolerances and time horizons.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
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