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Alta Strada Wealth Management
ALTA STRADA WEALTH MANAGEMENT is a state-registered investment adviser with $53 million in regulatory assets under management. The firm has 2 employees and 2...
Overview
ALTA STRADA WEALTH MANAGEMENT is a state-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
Frequently asked questions
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.
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