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Roberta Joleen Newhouse

ALTURAS WEALTH MANAGEMENT, LLC·BOISE, Idaho
SIE, Series 7, Series 66Clean record19 years registeredALTURAS WEALTH MANAGEMENT, LLC
1015 WEST HAYS STREET,, BOISE, ID 83702CRD# 5143190Firm CRD# 304531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roberta Joleen Newhouse · BOISE, ID
Registration
CRD #5143190 · ALTURAS WEALTH MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

ALTURAS WEALTH MANAGEMENT, LLC
Aug 2019 – present
1ST GLOBAL ADVISORS INC
Oct 2006 – Sep 2019
PENDLETON, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 31, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALTURAS WEALTH MANAGEMENT, LLC
CRD 304531 · SEC 801-117263
AUM
$17M
Regulatory assets under management
Employees
3
35 client accounts
Services offered by ALTURAS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALTURAS WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Roberta Joleen Newhouse offer?
Roberta Joleen Newhouse specializes in Financial Planning, Investment Management. Contact their office in BOISE, Idaho for a consultation.
What are Roberta Joleen Newhouse's credentials?
Roberta Joleen Newhouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roberta Joleen Newhouse located?
Roberta Joleen Newhouse is based in BOISE, Idaho, working with ALTURAS WEALTH MANAGEMENT, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Roberta Joleen Newhouse charge for services?
Roberta Joleen Newhouse's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTURAS WEALTH MANAGEMENT, LLC?
ALTURAS WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Melissa Sue Lowther
BOISE, ID

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