Altavista Wealth Management is an investment advisor in Asheville with $601.54 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
510498914
SEC advisor number
801-62511
FINRA CRD number
122326
AUM ?
$601.54 mm
(as of 5 Apr 21)
Accounts
927
(as of 5 Apr 21)
Employees
10
(6 investment advisory or research)
Address
Altavista Wealth Management
4 VANDERBILT PARK DRIVE, SUITE 310
ASHEVILLE
NC 28803
4 VANDERBILT PARK DRIVE, SUITE 310
ASHEVILLE
NC 28803
Phone
828-684-2600
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
3 Aug 21
13F-HR
Quarterly holdings report by institutional manager
6 May 21
13F-HR
Quarterly holdings report by institutional manager
9 Feb 21
13F-HR
Quarterly holdings report by institutional manager
16 Nov 20
13F-HR
Quarterly holdings report by institutional manager
13 Aug 20
13F-HR
Quarterly holdings report by institutional manager
14 May 20
13F-HR
Quarterly holdings report by institutional manager
14 Feb 20
13F-HR
Quarterly holdings report by institutional manager
5 Nov 19