What departments does Alta Wealth Advisors have?

Alta Wealth Advisors has employees across 2 departments including Operations, Finance.

What is the largest department at Alta Wealth Advisors?

The largest department at Alta Wealth Advisors is Operations with 1 employees.

Where are Alta Wealth Advisors employees located globally?

Alta Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Alta Wealth Advisors's team size changed over time?

Alta Wealth Advisors's team has grown from approximately 8 to 11 employees based on available data.

Alta Wealth Advisors Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

ALTA WEALTH ADVISORS operates in the financial services industry and is based in Woburn, Massachusetts. The firm develops customized strategies aimed at addressing financial matters with significant long-term impact, helping clients pursue their personal and financial objectives. It differentiates itself by adhering to a fiduciary standard and prioritizing clients’ best interests in its investment guidance. Its approach emphasizes collaborating with clients and their broader professional teams to support informed decisions and minimize emotionally driven choices in important money matters.

The firm maintains relationships with leading thought leaders, asset managers, technology providers, and planning specialists to bolster competency, trust, and effective execution. Serving a relatively small to mid-sized client base, ALTA WEALTH ADVISORS positions itself as a collaborative partner that integrates clients, CPAs, attorneys, and other advisers to tailor strategies to individual circumstances.

Alta Wealth Advisors Global Highlights

North America
18

United States Of America
18

Alta Wealth Advisors's Leadership

M. Q. C.
Vice President & Senior Wealth Advisor
Mobile Phone
Email
C. F. C.
President
Mobile Phone
Email
C. F.
President
Mobile Phone
Email
B. P.
Managing Partner
Mobile Phone
Email
V. S.
Managing Partner And Chief Compliance Officer
Mobile Phone
Email
M. V.
Managing Partner
Mobile Phone
Email
P. B.
Managing Partner
Mobile Phone
Email
Z. L.
Vice President
Mobile Phone
Email

Alta Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Alta Wealth Advisors

Name

Title

Contact Info

Location

Last Update

B. P.
Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Jun 29, 2026
V. S.
Managing Partner And Chief Compliance Officer
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026
C. F. C.
President
Mobile Phone
Email
United StatesNorth Carolina
Apr 30, 2026
C. F.
President
Mobile Phone
Email
Oct 23, 2024
M. V.
Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2024
P. B.
Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026
M. Q. C.
Vice President & Senior Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Mar 25, 2026
Z. L.
Vice President
Mobile Phone
Email
United StatesMassachusetts
Apr 13, 2026
B. S.
Wealth Manager
Mobile Phone
Email
United StatesMassachusetts
Jun 25, 2026
R. S.
Wealth Manager
Mobile Phone
Email
United StatesMassachusetts
Jul 01, 2026

Frequently Asked Questions

What is Alta Wealth Advisors known for?

Alta Wealth Advisors was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 400 Tradecenter Woburn, Massachusetts 01801 United States. Explore Alta Wealth Advisors's company overview page for more information.

What is Alta Wealth Advisors's most common email format?

Alta Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alta Wealth Advisors email formats with LeadIQ.

How many employees does Alta Wealth Advisors have currently?

Alta Wealth Advisors has approximately 14 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Alta Wealth Advisors's key employees and leadership?

As of May 2026, Alta Wealth Advisors's key employees include:

Vice President & Senior Wealth Advisor: M. Q. C.
President: C. F. C.
President: C. F.
Managing Partner: B. P.
Managing Partner And Chief Compliance Officer: V. S.

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Alta Wealth Advisors Employee Directory

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