Realta Investment Advisors, INC
Wilmington, DE·SEC-registered · CRD #134952
Realta Investment Advisors, INC is an SEC-registered investment advisory firm in Wilmington, DE managing $385M across 1.8k client accounts, with 54 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$385M
Client accounts
1.8k
Advisory staff
54
Fee model
Fee-based
How Realta Investment Advisors, INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Realta Investment Advisors, INC
How much does Realta Investment Advisors, INC manage?
Per its most recent SEC Form ADV filing (03/13/2026), Realta Investment Advisors, INC reports $385M in regulatory assets under management across roughly 1.8k client accounts.
How does Realta Investment Advisors, INC charge?
Realta Investment Advisors, INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Realta Investment Advisors, INC a fiduciary?
Yes. Realta Investment Advisors, INC is registered with the U.S. Securities and Exchange Commission (CRD #134952), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Realta Investment Advisors, INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Realta Investment Advisors, INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Wilmington, DE
Profile compiled from Realta Investment Advisors, INC's public SEC Form ADV filing (CRD #134952, filed 03/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Realta Investment Advisors, INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Realta Investment Advisors, INC? Claim this profile.