Lincoln West
Altura Private Wealth · Centerville, Utah
Lincoln West is a fee-only financial advisor at Altura Private Wealth in Centerville, Utah. Lincoln focuses on retirement planning, estate & legacy planning and tax planning. Altura Private Wealth reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Altura Private Wealth |
|---|---|
| Based in | Centerville, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $129.1M across 870 accounts |
| SEC registration | Investment adviser representative in UT · CRD 7701990 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | alturapw.com |
How Lincoln's firm compares
- Altura Private Wealth's average account is about $148,000, from its Form ADV (assets managed divided by 870 accounts).
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Questions about Lincoln
Is Lincoln West a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lincoln holds no broker registration, and Altura Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lincoln charge for financial advice?
Lincoln's firm, Altura Private Wealth, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Lincoln West based?
Lincoln West is based in Centerville, Utah.
What does Lincoln specialize in?
Lincoln's specialties include retirement planning, estate & legacy planning and tax planning.
Is Lincoln West registered with the SEC?
Yes. Lincoln West is registered as an investment adviser representative in UT (CRD 7701990), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Altura Private Wealth manage?
Altura Private Wealth reports $129.1M across 870 accounts in assets under management.
How do I contact Lincoln West?
Through Lincoln's website, alturapw.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 Private Wealth 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.
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