SourcingSourcing

ALTA WEALTH ADVISORS LLC

C22
CRD 293675·SEC 801-112848·WOBURN, MA
AUM
$664.6M
$500M-$1B
Est. Revenue
$6.6M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALTA WEALTH ADVISORS LLC
CRD
293675
SEC file #
801-112848
EIN
824506744
DBA names
—

Economics

AUM
$664.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$130.7M → $664.6M▲ +409%
Client mix
Individuals Other539
Individuals High Net Worth233
Corporations5
Pension Profit Sharing Plans2

Operations

Employees (total)
15
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
5 advisors → 15 advisors▲ +200%
Primary office
WOBURN MA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
altawealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRISSENDEN, PAUL, M
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BRISSENDEN, PAUL, M
PARKS, BRYAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALTAWEALTHADVISORS.COM
Rdap Domain Creation Date
2018-01-31T15:39:00Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
16,292
Form 5500 Compensation Trajectory 3y
202516,292
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
16,292
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001843826
Edgar Registered
Yes
Edgar Filing Count
23
Edgar First Filing Date
2021-02-08
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0002085853-26-000558

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
12
Bc Firm Active IA Count
12
Bc Firm IAR Count
12
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
400 TRADECENTER DRIVE, SUITE 4810WOBURN, MA 01801
Business
400 TRADECENTER DRIVE, SUITE 4810WOBURN, MA 01801
Edgar EIN
824506744
Edgar Recent Filings
13F-HR2026-05-05 · 0002085853-26-000558
13F-HR2026-02-03 · 0002085853-26-000178
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-31T15:39:00Z
Rdap Domain Last Changed
2026-02-01T14:23:51Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5416621
Trust Company Affiliate
No

People (12)

12
PARKS, BRYAN
IAR · Direct Owner · 37.5%
5366064
BRISSENDEN, PAUL, M
IAR · Direct Owner · 37.5%
5416621
STUTO, VINCENZO
IAR · Direct Owner · 37.5%
4955851
VITI, MICHAEL, DOMINIC
IAR · Direct Owner · 37.5%
2046643
Francis Thaddeus Finn
IAR
2085030
ANTHONY J DEPINTO
IAR
4092185
REID JONATHAN SOBERMAN
IAR
6453936
WILLIAM GERARD SKINNER
IAR
4892934
MICHAEL ROBERT QUINN
IAR
5104684
ZACHARY ARMAND LEIGHTON
IAR
5472299
NICOLE MARIE SOMERS
IAR
5856171
Michael Patrick Burke
IAR
7562885