Altruvista LLC

AltruVista, LLC is a registered investment adviser based in Houston, TX, established on August 17, 2009. The firm primarily acts as a solicitor, referring clients to unaffiliated registered investment advisers such as Sequoia Financial Advisors, LLC. AltruVista does not provide investment advisory services directly but receives compensation for referrals. Clients are not obligated to use the recommended advisers. The firm does not have discretionary or non-discretionary assets under management and does not review client accounts. AltruVista does not maintain custody of client funds or securities and does not provide discretionary management services. The firm's fee structure involves receiving a portion of the ongoing account management fees charged by the referred advisers. AltruVista discloses potential conflicts of interest related to compensation received for recommending certain investment products and insurance policies. The firm emphasizes compliance with laws and regulations, including a Code of Ethics to protect clients' interests. AltruVista serves high net worth individuals and business owners, with the referred advisers determining suitable investment strategies based on individual circumstances and goals. Clients should refer to the advisers' disclosure documents for detailed fee structures and investment strategies. AltruVista does not have any disciplinary information to disclose.