# Brian Tran

> Brian Tran is a fee-only financial advisor at Altura Wealth Advisors in Virginia Beach, Virginia. Altura Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-tran/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Altura Wealth Advisors
- **Based in:** Virginia Beach, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $234.9M across 898 accounts
- **Works with:** Retirees, Pre-retirees, Founders, High earners
- **CRD:** 7367878 (https://adviserinfo.sec.gov/individual/summary/7367878)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 63 (2024), Series 65 (2026)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://alturawealth.com/

## Frequently asked questions

### Is Brian Tran a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Altura Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Altura Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brian Tran based?

Brian Tran is based in Virginia Beach, Virginia.

### Is Brian Tran registered with the SEC?

Yes. Brian Tran is registered as an investment adviser representative in VA (CRD 7367878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Altura Wealth Advisors manage?

Altura Wealth Advisors reports $234.9M across 898 accounts in assets under management.

### How do I contact Brian Tran?

Through Brian's website, alturawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7367878): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://alturawealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.