Updated:
Altavista Wealth Management
Dan Akers and Kyle Boyd established Altavista Wealth Management after prior roles at Wachovia and Merrill Lynch Trust Company of North Carolina.
Altavista Wealth Management
Dan Akers and Kyle Boyd established Altavista Wealth Management after prior roles at Wachovia and Merrill Lynch Trust Company of North Carolina. The firm served individuals, families, and institutions through tailored investment advisory and trust structures. It maintained formal ties to Altavista Trust and Jones Wealth Management Group. Capital deployment occurred via direct co-investments and SPVs alongside allocations to hedge funds, private credit, private equity, and real estate. Focus areas included healthcare services at growth and venture stages. Activity remained concentrated in North America, with participation in the Community Foundation of Henderson County investment program alongside Dixon Hughes Goodman. The firm supported several philanthropic entities including the Community Foundation of Western North Carolina and Catawba Lands Conservancy. It held memberships in the Palm Beach Hedge Fund Association and National Independent Trust Company. Beacon Pointe Advisors completed the acquisition of Altavista Wealth Management on February 1, 2022.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Asheville
Corporate office
Asheville, United States
Principals
Dan Akers
Founding Principal
Kyle Boyd
Founding Principal
Sector focus
Frequently asked questions
Who founded Altavista Wealth Management?
Dan Akers and Kyle Boyd started the firm following earlier positions at Wachovia and Merrill Lynch Trust Company of North Carolina.
What occurred in the 2022 transaction involving Altavista Wealth Management?
Beacon Pointe Advisors acquired the firm on February 1, 2022. Dan Akers and Kyle Boyd became Partners and Managing Directors at the acquiring firm.
Which asset classes did Altavista Wealth Management use?
The firm deployed through direct co-investments and SPVs in addition to hedge funds, private credit, private equity, and real estate.
Where did Altavista Wealth Management maintain its primary operations?
Headquarters remained in Asheville with investment activity limited to North America.
What philanthropic ties did Altavista Wealth Management hold?
The firm supported the Community Foundation of Western North Carolina, Catawba Lands Conservancy, and Community Foundation of Henderson County.
Profile maintained by Altss 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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: