A

Alturas Wealth Management, LLC

Updated today

Client assets under management

$47,132,000

Clients

61

18% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

31

Low

Average account size

$772,656

About

Alturas Wealth Management provides discretionary asset management and financial planning to individual and high‑net‑worth clients, constructing portfolios that may include individual stocks, bonds, ETFs, and mutual funds, along with retirement, tax, and legacy planning services. The firm generally charges asset‑based advisory fees for portfolio management and offers hourly financial planning and consulting engagements.

Portfolios are created to match each client’s stated objectives and risk tolerance, with the firm employing fundamental, technical, charting and cyclical analysis and performing regular monitoring and periodic rebalancing. Account reviews are conducted at least quarterly and the firm executes trades through a designated custodian while seeking best execution on behalf of clients.

Alturas operates an affiliated CPA practice and its principals spend a substantial portion of their time providing tax and accounting services through that affiliated firm; those services may be offered to advisory clients and are disclosed as a potential conflict of interest the firm seeks to mitigate. The combination of an integrated CPA practice with a small advisory team managing roughly $47 million in discretionary assets is a distinguishing feature relative to many peers that do not maintain in‑house accounting services.

Client services

Financial planning Portfolio management

Expertise

Business exit / sale strategy

Fee options

Percentage

$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

Project-based

$175 per hour for financial planning and consulting services

Other

Account minimum: $100,000

Main office location

Alturas Wealth Management, LLC

Eagle ID, United States

Number of offices

1

Most active in

Idaho · Oregon · Washington

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

Roberta N

Series 66

Eagle, ID

Alturas Wealth Management, LLC

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.

Business exit / sale strategy
user avatar

Melissa L

Series 66

Eagle, ID

Alturas Wealth Management, LLC

Melissa Lowther is a financial advisor at Alturas Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including 1st Global Advisors, Inc. and Micron Technology, Inc. Outside of her advisory role, Lowther serves on the board of the Xi House Corporation of Gamma Phi Beta and is an executive board member of the University of Idaho Alumni Association. Alturas Wealth Management serves individual and high-net-worth clients, providing discretionary asset management and financial planning. The firm integrates tax and accounting services through its affiliation with Alturas CPA Services, LLC, co-owned by both advisors, allowing for combined investment and accounting expertise.

Business exit / sale strategy
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")