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Alta Wealth Advisors LLC AUM

This page shows our 13F-filed Assets Under Management (AUM) history data for Alta Wealth Advisors LLC here at Holdings Channel, derived by processing the 13F filings that Alta Wealth Advisors LLC has filed with the SEC over time. This calculation will naturally leave off any Alta Wealth Advisors LLC AUM that is not covered under 13F filings and as such should be considered accordingly.

The most recent Alta Wealth Advisors LLC AUM that we have calculated is from the 12/25/2025 quarter-end filing, at which time our calculations show Alta Wealth Advisors LLC AUM of $299,259,000. Going further back in time, Alta Wealth Advisors LLC AUM data has been gathered here at Holdings Channel back to 12/20/2020, when Alta Wealth Advisors LLC AUM was $118,936,000. This represents an AUM growth over that time frame, of $180,323,000, for Alta Wealth Advisors LLC AUM.

Alta Wealth Advisors LLC AUM History

Below is our complete table of Alta Wealth Advisors LLC AUM history going back to 12/20/2020, which is the first date at which we processed AUM data from 13F filings for Alta Wealth Advisors LLC. Note that the Alta Wealth Advisors LLC AUM numbers in this table are shown in 1000's of dollars and are based on the market prices of stocks held at each of the quarter-end filing dates.

By reviewing the history of Alta Wealth Advisors LLC AUM over time, it is possible to observe growth/decline over time, which is driven both by flow of investor dollars in/out of Alta Wealth Advisors LLC (additions and withdrawls of money), as well as stock market movements impacting the value of Alta Wealth Advisors LLC holdings.

Filing DateAlta Wealth Advisors LLC AUM
12/20/2020$118,936
03/21/2021$119,604
06/21/2021$136,447
09/21/2021$137,677
12/21/2021$162,240
03/22/2022$168,525
06/22/2022$144,349
09/22/2022$139,756
12/22/2022$148,022
03/23/2023$158,463
06/23/2023$170,307
09/23/2023$163,231
12/23/2023$179,264
03/24/2024$196,796
06/24/2024$200,426
09/24/2024$218,779
12/24/2024$228,520
03/25/2025$217,834
06/25/2025$211,892
09/25/2025$279,167
12/25/2025$299,259

Click here to review the stock holdings that currently make up Alta Wealth Advisors LLC's assets under management (presently as of the most recent filing).

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