Unclaimed Profile

Lewis Daniel Akers

ALTAVISTA WEALTH MANAGEMENT, INC.·ASHEVILLE, North Carolina

Series 7, Series 9, Series 10, Series 63, Series 6529 years registeredALTAVISTA WEALTH MANAGEMENT, INC.

4 VANDERBILT PARK DRIVE, ASHEVILLE, NC 28803CRD# 2883544Firm CRD# 122326

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lewis Daniel Akers · ASHEVILLE, NC

Registration

CRD #2883544 · ALTAVISTA WEALTH MANAGEMENT, INC. · 29 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Feb 2022 – present

ALTAVISTA WEALTH MANAGEMENT, INC.

Apr 2004 – Feb 2022

ASHEVILLE, NC

ALTAVISTA WEALTH MANAGEMENT, LLC

Sep 2003 – Oct 2003

ASHEVILLE, NC

SAMCO FINANCIAL SERVICES, INC.

Apr 2003 – Dec 2003

ASHEVILLE, NC

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jul 1997 – Apr 2003

HENDERSONVILLE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · July 7, 1997

Years registered · 29

Disclosure History

2001Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ALTAVISTA WEALTH MANAGEMENT, INC.

CRD 122326 · SEC 801-62511

AUM

$602M

Regulatory assets under management

Employees

927 client accounts

Services offered by ALTAVISTA WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALTAVISTA WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Lewis Daniel Akers offer?

Lewis Daniel Akers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHEVILLE, North Carolina for a consultation.

What are Lewis Daniel Akers's credentials?

Lewis Daniel Akers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lewis Daniel Akers located?

Lewis Daniel Akers is based in ASHEVILLE, North Carolina, working with ALTAVISTA WEALTH MANAGEMENT, INC.. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.

How does Lewis Daniel Akers charge for services?

Lewis Daniel Akers's firm is compensated through percentage of aum, hourly charges, subscription fees, other: family office service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTAVISTA WEALTH MANAGEMENT, INC.?

ALTAVISTA WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $602M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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