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 2 of 2

• Logan Wilson SnodgrassCRD 7985105 · New York, NY
  IA RegisteredBroker
• John C StadtmuellerCRD 4625117 · Plymouth, MN
  IA RegisteredBroker
• Sam Michael SteffanCRD 6702691 · Buffalo, NY
  IA RegisteredBroker
• Richard Scott TobanCRD 6033185 · Seattle, WA
  IA RegisteredBroker
• Vincent Michael TassoneCRD 6380567 · Philadelphia, PA
  IA RegisteredBroker
• Blane C TierneyCRD 1427259 · Lafayette, NJ
  IA RegisteredBroker
• David Francis VittCRD 3243506 · Arlington, VA
  IA RegisteredBroker
• James Edward Van MeterCRD 4557517 · Reno, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Donald Lee WellsCRD 1217316 · Seattle, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Noah D. WertheimerCRD 4907880 · Aurora, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Amy White WidenerCRD 3111888 · Bristol, VA
  IA RegisteredBroker
• Zachary WaldonCRD 7701834 · San Juan Capistrano, CA
  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.