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Chris Wade Machesney

Alta Capital Management LLC

Salt Lake City, UT

CRD 7138290

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Employer firm

Alta Capital Management LLC CRD 106786

$1.60B regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Alta Capital Management Llc

6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-04-25
UT RA APPROVED 2024-04-24
ID RA APPROVED 2024-04-23
OR RA APPROVED 2024-04-23
WA RA APPROVED 2024-04-23
  • NV RA
    APPROVED
    Since 2024-04-25
  • UT RA
    APPROVED
    Since 2024-04-24
  • ID RA
    APPROVED
    Since 2024-04-23
  • OR RA
    APPROVED
    Since 2024-04-23
  • WA RA
    APPROVED
    Since 2024-04-23

Branch Locations

6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Russell Investments Seattle WA 01/2019 04/2021
Key Private Bank Seattle WA 11/2012 01/2019
Key Private Bank Salt Lake City UT 04/2021 03/2024
Alta Capital Management Salt Lake City UT 03/2024 Present
  • 01/2019 → 04/2021
    Russell Investments
    Seattle, WA
  • 11/2012 → 01/2019
    Key Private Bank
    Seattle, WA
  • 04/2021 → 03/2024
    Key Private Bank
    Salt Lake City, UT
  • 03/2024 → Present
    Alta Capital Management
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-18
  • S66 Uniform Combined State Law Examination
    2019-10-18
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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