Alturas Wealth Management, LLC

Alturas Wealth Management, LLC is a fee-only investment adviser registered with the securities regulators of Idaho, Oregon, Washington, with a mailing address in Eagle, Idaho (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 31, 2026, it reports $47M in regulatory assets under management, 61 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Idaho, Oregon, Washington
Firm CRD number	304531 · SEC file 801-117263
Office	Eagle, ID (mailing address; office not published)
Phone	(208) 991-8789
Website	www.alturaswm.com
Regulatory assets under management	$47M
Individual clients	50 non-high-net-worth, 11 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Hourly
Services	Financial planning, Portfolio management
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	March 31, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Eagle

• Continuum Advisory, LLC $1.9B
• Summit Wealth and Retirement Partners $978M
• Dillon Financial Planning, Inc. Not reported
• Gpwm Advisors LLC $27M
• Prominence Capital $62M
• Allegiance Financial Planning Not reported

See all 9 fee-only advisers in Eagle →

Nearby

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• Boise 22 firms
• Caldwell 1 firm
• Horseshoe Bend 1 firm
• Kuna 1 firm