Altavista Wealth Management Inc
Legal Name: ALTAVISTA WEALTH MANAGEMENT, INC.
Full Contact Details
Altavista Wealth Management Inc
4 VANDERBILT PARK DRIVE, SUITE 310, ASHEVILLE, NC
828-684-2600
828-684-2680
Other Info
Altavista Wealth Management, Inc. is a North Carolina corporation with 11 employees, including 6 in advisory roles. The number of clients served by the firm is unknown and its SEC status is listed as Approved, with a registration date of November 10, 2003.
DNS resolution error | www.altavistawealth.com | Cloudflare
Please enable cookies. Error 1001 Ray ID: 799a424c498bd02d • 2023-02-15 01:27:04 UTC DNS resolution error What happened? You've requested a page on a website (www.altavistawealth.com) that is on the Cloudflare network. Cloudflare is currently unable to resolve your requested domain (www.altavistaw…
Direct Owners
-
CHRISTINE BARRY NELSON
CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
-
JACQUELYN SHELLY FRIEDRICH
FINANCIAL ADVISOR owns less than 5%
-
KYLE RUSSELL BOYD
SECRETARY/MANAGING PRINCIPAL owns more than 25% but less than 50%
-
LEWIS DANIEL AKERS
PRESIDENT/TREASURER/MANAGING PRINCIPAL owns more than 25% but less than 50%
Firms Located Nearby
- Dixon Hughes Goodman Wealth Advisors LLC
- ACT Advisors LLC
- Parsec Financial Management Inc
- Altamont Capital Management LLC
- CORNERSTONE ADVISORS, INC.
- CORNERSTONE ADVISORS ASSET MANAGEMENT LLC
- Camden Financial Management Inc
- Colton Groome Financial Advisors LLC
- Brickstreet Equity Management LLC
- BOYS Arnold & Company Inc
Top Holdings
- ISHARES TR CORE US AGGBD ET $33,511k
- Berkshire Hathaway, Inc. $10,365k
- MICROSOFT CORP $9,683k
- SPDR SERIES TRUST $7,875k
- JOHNSON & JOHNSON $7,784k
- Apple Inc $7,664k
- CISCO SYSTEMS INC $7,388k
- INTEL CORP $6,937k
- TRACTOR SUPPLY CO $6,792k
- PEPSICO INC $6,553k