Key facts
- Status: Privately Held (no backing).
Leadership
- Ken FischerChief Technology Officer
- ·Watchlist + deal alerts for Realta Wealth
- ·The full record, as it builds
Funding rounds
No funding rounds for Realta Wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Realta Wealth
Provider of financial broking services intended to serve financial professionals. The company offers services like financial planning, asset management and advisory, investment tax planning, fixed and variable insurance solutions, direct real estate investments, managed futures funds, and more.
- Sector
- Financial Services
- HQ
- Wilmington, DE, United States
- Employees
- 160
- Website
- realtawealth.com/
- Ownership
- Privately Held (no backing)
Realta Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Realta Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Realta Wealth in its N-PORT filings yet. We sweep new filings monthly.