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The Realta Wealth Executive Team brings more than 150 years of combined experience to their roles. All of our leaders leverage their extensive industry expertise to ensure Realta operates with the highest standards of integrity, transparency and accountability as we support independent financial advisors in building their businesses and serving their clients.
Individually, each works diligently to ensure Realta remains worthy of the trust financial advisors place in us. Together, they comprise a seasoned team with a singular focus: elevating the advisor experience for every affiliate who calls Realta Wealth home.
Chief Executive Officer
Chief Product Officer
Chief Financial Officer
Chief Revenue Officer
Chief Supervision Officer & AML Officer
Chief Technology Officer
Head of Human Resources
Chief Growth Officer
Chief Compliance Officer
EVP Business Development
Head of Operations
The Realta Wealth Advisory Board includes seasoned financial services industry veterans who provide the firm’s leadership team with objective insights, expert analysis, informed counsel and relevant support regarding the firm’s strategic direction.
Chairman
Advisory Board
Advisory Board
We know it is vital that our financial advisors have a real voice in the running of our business. They are our business. Realta Wealth’s Strategic Advisory Council consists of eleven passionate independent financial professionals committed to providing our leaders with honest, front-line feedback on the topics that matter most to all affiliated advisors and their staff.
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