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Realta Investment Advisors, Inc CRD 134952
$385M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-07 |
Branch Locations
C/O Jennifer Lander Pmb #1709 5956 Sherry Lane, 20Th Floor, Dallas, TX 75225 • United States
1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Titan Securities | Addison | TX | 04/2014 | 06/2023 |
| Realta Equities, Inc. | Wilmington | DE | 06/2023 | Present |
| Realta Investment Advisors, Inc. | Wilmington | DE | 07/2023 | Present |
(1) DBA: LONESTAR WEALTH ADVISORS. ALL HOURS ARE DURING TRADING HOURS. (2) LICENSED TO SELL FIXED INSURANCE PRODUCTS IN TEXAS. START DATE - 9-13-2014. ADDRESS: 4428 HYER STREET, DALLAS, TX 75205. DOES NOT INTERFERE WITH OTHER DUTIES. NOT INVESTMENT RELATED. (3) 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-01 |
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