Multi-Family OfficeRIA · CRD 337545SEC-Registered

Updated:

Alta Strada Wealth Management

Alta Strada Wealth Management is a multi-family office and RIA serving high-net-worth families with wealth planning and investment management.

Alta Strada Wealth Management

ALTA STRADA WEALTH MANAGEMENT is an SEC-registered investment adviser with $53 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Is Alta Strada Wealth Management a single-family office or a multi-family office?

Alta Strada Wealth Management operates as a multi-family office and registered investment advisor (RIA), serving multiple high-net-worth families. It does not present itself as a single-family office tied to a specific wealth origin.

What services does Alta Strada Wealth Management offer?

Alta Strada offers wealth planning, asset allocation, and investment management, including alternative investments such as private equity and real estate. It also coordinates tax strategy, estate planning, and philanthropic advisory.

Does Alta Strada Wealth Management disclose its AUM?

No. Alta Strada does not publicly disclose assets under management. Its AUM is classified as Undisclosed.

Who leads Alta Strada Wealth Management?

The firm's principals and leadership team are not publicly named in available sources. No specific information is available.

Is Alta Strada Wealth Management transparent about its investment strategy?

Publicly available information is limited. The firm does not detail its portfolio holdings, co-investors, or specific stage or sector preferences in accessible records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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