Altavista Wealth Management Inc
Legal Name: ALTAVISTA WEALTH MANAGEMENT, INC.
Full Contact Details
Other Info
Altavista Wealth Management Inc is legally known as ALTAVISTA WEALTH MANAGEMENT, INC.. It is a NC Corporation. This firm has 11 employees, of which 6 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 10, 2003.
Altavista Wealth Management – Investment Advisory Services – Retirement Services | Asheville – Charlotte – North Carolina
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Direct Owners
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CHRISTINE BARRY NELSON
CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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JACQUELYN SHELLY FRIEDRICH
FINANCIAL ADVISOR owns less than 5%
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KYLE RUSSELL BOYD
SECRETARY/MANAGING PRINCIPAL owns more than 25% but less than 50%
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LEWIS DANIEL AKERS
PRESIDENT/TREASURER/MANAGING PRINCIPAL owns more than 25% but less than 50%
Firms Located Nearby
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- Dixon Hughes Goodman Wealth Advisors LLC
- Brickstreet Equity Management LLC
- Camden Financial Management Inc
- Altamont Capital Management LLC
- Colton Groome Financial Advisors LLC
- CORNERSTONE ADVISORS ASSET MANAGEMENT LLC
- ACT Advisors LLC
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