Roberta Newhouse
Alturas Wealth Management · Eagle, Idaho
Roberta Newhouse is a fee-only financial advisor at Alturas Wealth Management in Eagle, Idaho, who holds the PFS credential. Roberta focuses on tax planning, retirement planning and estate & legacy planning. Alturas Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Roberta →
Specialties
Facts
| Firm | Alturas Wealth Management |
|---|---|
| Based in | Eagle, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $47.1M across 127 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in ID, OR, WA · CRD 5143190 |
| Exams passed | Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.alturaswm.com |
How Roberta's firm compares
- Alturas Wealth Management's average account is about $371,000, from its Form ADV (assets managed divided by 127 accounts).
Request an introduction to Roberta
Tell Roberta a little about what you're looking for. Roberta 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 Roberta
Is Roberta Newhouse a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roberta holds no broker registration, and Alturas Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roberta charge for financial advice?
Roberta's firm, Alturas Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Roberta Newhouse based?
Roberta Newhouse is based in Eagle, Idaho.
What does Roberta specialize in?
Roberta's specialties include tax planning, retirement planning and estate & legacy planning.
What credentials does Roberta Newhouse hold?
Roberta Newhouse holds the PFS credential.
Is Roberta Newhouse registered with the SEC?
Yes. Roberta Newhouse is registered as an investment adviser representative in ID, OR and WA (CRD 5143190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alturas Wealth Management manage?
Alturas Wealth Management reports $47.1M across 127 accounts in assets under management.
How do I contact Roberta Newhouse?
Through Roberta's website, www.alturaswm.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
- Alturas Wealth Management 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.