Alterra Advisors

Alterra Advisors

Financial Services, 500 108th Ave Ne, Bellevue, Washington, 98004, United States, 1-10 Employees

alterraadvisors.com

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Who is ALTERRA ADVISORS

Alterra Advisors is an independent wealth management firm. From successful entrepreneurs and business owners to retirees and those with big charitable goals, were here to serve. And becau...

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  • 500 108th Ave Ne, Bellevue, Washington, 98004, United States Headquarters: 500 108th Ave Ne, Bellevue, Washington, 98004, United States
  • 2018 Date Founded: 2018
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from ALTERRA ADVISORS

Alterra Advisors Org Chart and Mapping

Employees

Grant M

Financial Advisor | Founding Partner

Seth Jones

Financial Advisor Associate

Josh Whelan

Financial Advisor | Founding Partner

Nikki Wright

Director of Client Care & Administration

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Frequently Asked Questions Regarding Alterra Advisors

Answer: Alterra Advisors's headquarters are located at 500 108th Ave Ne, Bellevue, Washington, 98004, United States

Answer: Alterra Advisors's phone number is +14*********

Answer: Alterra Advisors's official website is https://alterraadvisors.com

Answer: Alterra Advisors's revenue is $1 Million to $5 Million

Answer: Alterra Advisors's SIC: 6282

Answer: Alterra Advisors's NAICS: 523940

Answer: Alterra Advisors has 1-10 employees

Answer: Alterra Advisors is in Financial Services

Answer: Alterra Advisors contact info: Phone number: +14********* Website: https://alterraadvisors.com

Answer: Alterra Advisors is an independent wealth management firm. From successful entrepreneurs and business owners to retirees and those with big charitable goals, were here to serve. And because each client is unique, we dont have pre-determined solutions. All wealth management plans are unique and personalized. Alterra is the result of over a decade of collaboration. While our founders were both principals in their own financial advisory practices, they became friends and colleagues, sharing a long-term vision of the impact they could have on the lives of their clients. Over the years, they jointly crafted the client-first approach they both practiced. Founding Alterra Advisors formalized these shared views in partnership. Our mission is to provide exceptionally coordinated financial planning and wealth management. We strive to give our clients the peace of mind that comes as they plan for and meet their financial needs and lifes goals. Our success is defined by each and every client who comes to feel we are not just their trusted advisor, but also part of their extended family.

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