Alta Wealth Partners
Financial Services
50 Main St, Suite 1000
7 employees
- Employees
- 7
Alta Wealth Partners Overview
- Headquarters
- 50 Main St, Suite 1000
- Website
- www.altawealthpartners.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2000
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Alta Wealth Partners
Alta Wealth Partners is an independent financial services firm located in New York, specializing in goal-oriented financial planning, retirement planning and management of investment advisory accounts. Registered Representatives offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.
Alta Wealth Partners Contact Details
- People in AeroLeads
- 4
Alta Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Veena Krishna. G | Office Associate at Defrate & Paavola | Kochi, Kerala, India |
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|
| Katriina Paavola | Founder at Defrate & Paavola, Llc |
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|
|
| Scott Test | Vice President of Client Experience | Curwensville, Pennsylvania, United States |
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|
| Jamie Zupp | Operations Associate at Defrate | New York, United States |
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|
Employees by Management Level
Executive
2 profiles
Associate / junior
2 profiles
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