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Lewis Daniel Akers

ALTAVISTA WEALTH MANAGEMENT, INC.·ASHEVILLE, North Carolina
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4 VANDERBILT PARK DRIVE, ASHEVILLE, NC 28803CRD# 2883544Firm CRD# 122326
01

About

Lewis Daniel Akers is a registered financial advisor based in ASHEVILLE, North Carolina, affiliated with ALTAVISTA WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALTAVISTA WEALTH MANAGEMENT, INC.
ALTAVISTA WEALTH MANAGEMENT, INC.
AUM
$602M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ALTAVISTA WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FAMILY OFFICE SERVICE
Regulatory
SEC/IARD CRD# 2883544
Firm CRD# 122326
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Richard Oldenburg — CAMDEN FINANCIAL MANAGEMENT, INC.William Barton Boyer — PARSEC FINANCIAL MANAGEMENT INCBarbara Anne Gray — PARSEC FINANCIAL MANAGEMENT INCGregory David James — PARSEC FINANCIAL MANAGEMENT INCJames Walton Plaster — ALTAMONT CAPITAL MANAGEMENT, LLC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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