Alta Wealth Partners
Company

Alta Wealth Partners

Financial Services 50 Main St, Suite 1000 7 employees
Employees
7

Alta Wealth Partners Overview

Headquarters
50 Main St, Suite 1000
Industry
Financial Services
Employees
7
Founded
2000
NAICS
Finance and Insurance
Monetary 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 Contact
Veena Krishna. G Office Associate at Defrate & Paavola
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Katriina Paavola Founder at Defrate & Paavola, Llc
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Scott Test Vice President of Client Experience
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Jamie Zupp Operations Associate at Defrate
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Employees by Management Level

Executive 2 profiles
Associate / junior 2 profiles

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