Realta Investment Advisors, Inc

Firm record

As recorded in SEC IAPD

Firm CRD

134952

SEC number

801-68000

Firm type

RIA

Assets under management

$385.4M as of Mar 13, 2026

Website

www.realtawealth.com ↗

Phone

888-657-5200

Address

1201 N. Orange Street, Wilmington, DE, 19801

Advisors at this firm

62 in our index · page 1 of 2

• Kenneth Russell BoydCRD 2156704 · Willoughby, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Ross Fredrick BrannonCRD 5875036 · Tallahassee, FL
  IA RegisteredBroker
• Johnny BorrelliCRD 6788697 · Wylie, TX
  IA RegisteredBroker
• Matthew Mitchell ChanceyCRD 5645874 · Winter Park, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• David Sylvan CooperCRD 2422262 · Brentwood, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Bobby Kyle CowandCRD 2317710 · Austin, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Raymond Cripps De WittCRD 2894063 · Murray, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Shaun EckCRD 5574644 · Deer Park, IL
  IA RegisteredBroker
• William Cady EdwardsCRD 4692536 · Chicago, IL
  IA RegisteredBroker
• Charlie ElamparoCRD 6882940 · San Diego, CA
  IA RegisteredBroker
• Edward Thomas EnsticeCRD 502060 · Linwood, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel ForakerCRD 5120702 · Wilmington, DE
  IA RegisteredBroker
• John Eli FrickCRD 2967029 · York, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard GoodwinCRD 2332035 · Richardson, TX
  IA RegisteredBroker
• Robert Thure GustafsonCRD 2082956 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Alfred GesingCRD 6245493 · Temecula, CA
  IA RegisteredBroker
• Zelalem Baalu GirmaCRD 4073939 · Corona, CA
  IA RegisteredBroker
• Dillon Dee HallCRD 6463342 · Chandler, AZ
  IA RegisteredBroker
• Nancy Thi HoangCRD 4992376 · Austin, TX
  IA RegisteredBroker
• Dan HolzerCRD 5779187 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven HornCRD 2579003 · New York, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jacob HarveyCRD 6410027 · Neosho, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Emanuel KellyCRD 4181673 · Miramar Beach, FL
  IA RegisteredBroker
• Anthony Jerry KulhanekCRD 1977093 · Lantana, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Jennifer Diane LanderCRD 6321163 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Lloyd Thomas LaytonCRD 1618414 · Ashburn, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Samuel LiskCRD 5010650 · Bristol, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Claude Forsyth LovellCRD 2146222 · Emerald Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Guy LabelleCRD 1547518 · Sarasota, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Noah LabelleCRD 7390151 · Bradenton, FL
  IA RegisteredBroker
• Bhagwati MahendruCRD 2360416 · Granada Hills, CA
  IA RegisteredBroker
• James Francis MccroryCRD 705683 · Wilmington, DE
  IA RegisteredBroker
  Disclosure event(s) on record
• Byron Graham MooreCRD 3169964 · Columbia, MD
  IA RegisteredBroker
• Skip MassengillCRD 1005189 · Haverford, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Todd MayCRD 8209858 · Dallas, TX
  IA RegisteredBroker
• Michael Martin MirichCRD 1979328 · Escondido, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• James Marion NelsonCRD 1931451 · Lake Wales, FL
  IA RegisteredBroker
• Reed Michael O'brienCRD 2123928 · Lancaster, PA
  IA RegisteredBroker
• Jay Reid PorterCRD 1123708 · Bellevue, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jacob Daniel PalmerCRD 2309603 · San Antonio, TX
  IA RegisteredBroker
• Steven Kent QuinlyCRD 703012 · Orinda, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Willson RanckCRD 4560178 · Sunbury, OH
  IA RegisteredBroker
• Wayman Charles RandolphCRD 5400184 · New York, NY
  IA Registered
• Robert Barrett SchillingCRD 2609469 · Stevensville, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Mathias SchulzCRD 5837974 · New York, NY
  IA RegisteredBroker
• John Edward ScottCRD 1636317 · Tampa, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Caine ShultzCRD 5614228 · Franklin, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles M SobelCRD 5846500 · Wilmington, DE
  IA RegisteredBroker
• Kurtis Jay StroemelCRD 4609028 · Philadelphia, PA
  IA RegisteredBroker
• Stanley William SmrkeCRD 7149950 · Dallas, TX
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.