Amy White Widener

Employer firm

Realta Investment Advisors, Inc CRD 134952

$385M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 09/2023
  Center Street Securities
  Nashville, TN
• 03/2023 → 09/2023
  Arete Wealth Advisors, Llc
  Chicago, IL
• 09/2023 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 09/2023 → Present
  Realta Investment Advisors, Inc.
  Wilmington, DE

Previous Registrations

• 2023-06-27 → 2023-09-21
  Arete Wealth Advisors, Llc
  Chicago, IL
  Bristol, VA
• 2022-07-12 → 2023-06-27
  Center Street Advisors, Inc.
  Bristol, VA
  Nashville, TN

Other Businesses

(1) WL FINANCIAL ADVISORS; START: 1/2025; 951 CUMBERLAND STREET BRISTOL, VA 24201; ANNUITIES, LIFE, AND LONG TERM CARE INSURANCE SALES; 50% OWNER; COMMISSION; 20-25 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-07
• S63 Uniform Securities Agent State Law Examination
  1998-09-17

Other Names

• Amy Rebecca White
• Amy W Widener