Brian Tran
Altura Wealth Advisors · Virginia Beach, Virginia
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.
Request an introduction to Brian →
Who they serve
- Retirees
- Pre-retirees
- Founders
- High earners
Facts
| Firm | Altura Wealth Advisors |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $234.9M across 898 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7367878 |
| Exams passed | Series 63 (2024) · Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | alturawealth.com |
| Profile |
How Brian's firm compares
- Altura Wealth Advisors's average account is about $262,000, from its Form ADV (assets managed divided by 898 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Altura Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.