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Roberta Joleen Newhouse

Alturas Wealth Management, LLC

Eagle, ID

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Current Employers
Alturas Wealth Management, Llc

Eagle, ID • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-03-31
OR RA APPROVED 2019-12-09
ID RA APPROVED 2019-08-29
  • WA RA
    APPROVED
    Since 2026-03-31
  • OR RA
    APPROVED
    Since 2019-12-09
  • ID RA
    APPROVED
    Since 2019-08-29

Branch Locations

Eagle, ID • 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
1St Global Advisors, Inc. Pendleton OR 10/2006 09/2019
1St Global Capital Corp. Pendleton OR 08/2006 09/2019
Alturas Wealth Management, Llc Eagle ID 08/2019 Present
Newhouse & Neistadt, Llc Pendleton OR 01/1994 07/2020
Newhouse Properties, Llc Eagle ID 01/2017 Present
Alturas Cpa Services, Llc Eagle ID 07/2020 Present
Newhouse Investment Company Llc Eagle ID 07/2020 Present
  • 10/2006 → 09/2019
    1St Global Advisors, Inc.
    Pendleton, OR
  • 08/2006 → 09/2019
    1St Global Capital Corp.
    Pendleton, OR
  • 08/2019 → Present
    Eagle, ID
  • 01/1994 → 07/2020
    Newhouse & Neistadt, Llc
    Pendleton, OR
  • 01/2017 → Present
    Newhouse Properties, Llc
    Eagle, ID
  • 07/2020 → Present
    Alturas Cpa Services, Llc
    Eagle, ID
  • 07/2020 → Present
    Newhouse Investment Company Llc
    Eagle, ID
Previous Registrations
  • 2006-10-31 → 2019-09-04
    1St Global Advisors Inc
    Pendleton, OR
    Boise, ID
Other Businesses

1) NEWHOUSE PROPERTIES, LLC POSITION: Member NATURE: The LLC was formed to purchases and hold rental properties. The LLC is a "disregarded entity" since it is held jointly by my husband and myself in a community property state. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 3382 S OLD WICK AVE, Eagle ID 83616, United States DESCRIPTION: The LLC will be used to purchase and hold rental properties. None of the tenants will be clients of my wealth management company. 2) ALTURAS CPA SERVICES, LLC; EAGLE, ID; MEMBER WITH 50% OWNERSHIP; CERTIFIED PUBLIC ACCOUNTING FIRM; STARTED 07/2020; APPROXIMATELY 40 HOURS/MONTH 3) NEWHOUSE INVESTMENT COMPANY LLC POSITION: Member NATURE: The LLC was formed to purchases and hold residential rental properties. The LLC is a "disregarded entity" since it is held jointly by my husband and myself in a community property state. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/2020 ADDRESS: Eagle, ID DESCRIPTION: The LLC will be used to purchase and hold residential rental properties. None of the tenants will be clients of my wealth management company. 4) UNIVERSITY OF IDAHO COLLEGE OF BUSINESS & ECONOMICS; MOSCOW, ID; Advisory Board Member; Meet to discuss items that are pertinent to the College of Business; STARTED 01/2024; APPROX 2 HOURS/MONTH; 2 HRS DURING TRADING HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-07
  • S66 Uniform Combined State Law Examination
    2006-09-07
Designations

View on SEC IAPD

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