ALTAVISTA WEALTH MANAGEMENT, INC.

ASHEVILLE, North Carolina·8 registered advisors·CRD# 122326
SEC# 801-625111828-684-2600
01

Firm Overview

AUM
$602M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FAMILY OFFICE SERVICE
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ALTAVISTA WEALTH MANAGEMENT, INC.

8 registered advisors
Barbara Simpson Orr
ASHEVILLE, North Carolina
Christine Barry Nelson
ASHEVILLE, North Carolina
Gregory Norton Jones
ASHEVILLE, North Carolina
Jacquelyn Shelly Friedrich
ASHEVILLE, North Carolina
Jonathan E. Shumate
ASHEVILLE, North Carolina
Kyle Russell Boyd
ASHEVILLE, North Carolina
Lewis Daniel Akers
ASHEVILLE, North Carolina
Logan Lee Bolick
ASHEVILLE, North Carolina
05

Office Locations

ASHEVILLE, North Carolina
8 advisors

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Data sourced from SEC Form ADV filings. ALTAVISTA WEALTH MANAGEMENT, INC. (CRD# 122326) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.