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Insights

Growing Acquisition Altavista Wealth Management was acquired by Beacon Pointe Advisors for over 700 million dollars, indicating a significant expansion opportunity for service providers interested in scaling or partnering with established firms in the wealth management sector.

High Experience Level With an average of 25 years of experience among its financial advisors, Altavista presents an opportunity for premium service partnerships, technology integration, and advanced financial products tailored for high-net-worth clients.

Asset Management Focus Managing over 700 million dollars in client assets, Altavista is well-positioned for advanced investment management solutions, alternative asset offerings, and strategic financial planning tools to attract high-value clientele.

Technology Usage Utilizing technologies like WordPress, jQuery, and other web tools suggests potential for digital service expansion, online advisory tools, and targeted marketing solutions for wealth management firms.

Market Positioning Operating in North Carolina with a modest but growing team, Altavista is a promising prospect for regional customization services, client onboarding solutions, and growth-oriented financial technology providers.

Altavista Wealth Management, Inc. Tech Stack

Altavista Wealth Management, Inc. uses 8 technology products and services including WordPress, Twemoji, Font Awesome, and more. Explore Altavista Wealth Management, Inc.'s tech stack below.

  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Clipboard.js
    Javascript Libraries
  • PHP
    Programming Languages
  • reCAPTCHA
    Security

Altavista Wealth Management, Inc.'s Email Address Formats

Altavista Wealth Management, Inc. uses at least 1 format(s):
Altavista Wealth Management, Inc. Email FormatsExamplePercentage
FLast@altavistawealth.comJDoe@altavistawealth.com
40%
Last@altavistawealth.comDoe@altavistawealth.com
12%
First.Last@altavistawealth.comJohn.Doe@altavistawealth.com
8%
FLast@altavistawealth.comJDoe@altavistawealth.com
40%

Frequently Asked Questions

Where is Altavista Wealth Management, Inc.'s headquarters located?

Minus sign iconPlus sign iconAltavista Wealth Management, Inc.'s main headquarters is located at 4 Vanderbilt Park Drive, Suite 310. The company has employees across 2 continents, including North AmericaSouth America.

What is Altavista Wealth Management, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Altavista Wealth Management, Inc.'s main corporate office by phone at
+1-828-684-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Altavista Wealth Management, Inc.'s official website and social media links?

Minus sign iconPlus sign iconAltavista Wealth Management, Inc.'s official website is altavistawealth.com and has social profiles on LinkedIn.

How much revenue does Altavista Wealth Management, Inc. generate?

Minus sign iconPlus sign icon As of December 2025, Altavista Wealth Management, Inc.'s annual revenue is estimated to be $783K.

What is Altavista Wealth Management, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign iconAltavista Wealth Management, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Altavista Wealth Management, Inc. have currently?

Minus sign iconPlus sign iconAs of December 2025, Altavista Wealth Management, Inc. has approximately 11 employees across 2 continents, including North AmericaSouth America. Key team members include Trust Services Director: K. C.Client Services Manager: M. P.Financial Advisor: N. Z.. Explore Altavista Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Altavista Wealth Management, Inc. belong to?

Minus sign iconPlus sign iconAltavista Wealth Management, Inc. operates in the Investment Management industry.

What technology does Altavista Wealth Management, Inc. use?

Minus sign iconPlus sign iconAltavista Wealth Management, Inc.'s tech stack includes WordPressTwemojiFont AwesomeGoogle Fonts APIjQuery MigrateClipboard.jsPHPreCAPTCHA.

What is Altavista Wealth Management, Inc.'s email format?

Minus sign iconPlus sign iconAltavista Wealth Management, Inc.'s email format typically follows the pattern of FLast@altavistawealth.com. Find more Altavista Wealth Management, Inc. email formats with LeadIQ.

When was Altavista Wealth Management, Inc. founded?

Minus sign iconPlus sign iconAltavista Wealth Management, Inc. was founded in 2003.

Altavista Wealth Management, Inc.

Investment ManagementNorth Carolina, United States11-50 Employees

Altavista Wealth Management, Inc. is an investment advisor and trust company serving individuals, families and institutions focused on the creation and preservation of wealth. Altavista’s team of professionals is committed to concentrate on offering clients quality investment solutions, highly personalized service, comprehensive planning and unbiased advice. Altavista’s financial advisors bring an average of 25 years of experience to every client relationship with a diversity of skills and expertise in financial planning (retirement, estate, tax and charitable planning), independent investment management, trust services and family office services.

To learn more about Altavista Wealth Management, visit https://altavistawealth.com/

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Disclaimers: http://altavistawealth.com/policies

Section iconCompany Overview

Headquarters
4 Vanderbilt Park Drive, Suite 310
Phone number
+1-828-684-****
Website
altavistawealth.com
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2003
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Altavista Wealth Management, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Altavista Wealth Management, Inc.'s revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    K. C.
    Trust Services Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Client Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. Z.
    Financial Advisor
    Phone icon
    Mobile Phone

Employee Directory

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