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Private Wealth Daily
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The Lean 100 · 2026 edition
No.17
Altura Wealth Advisors logo

Altura Wealth Advisors

Santa Clara, CA · Firm website

147%AUM growth, 2024 to 2026
$250MAUM in the 2026 filing
26%client growth
12people at the firm

AUM by filing

$90M2023
$101M2024
$169M2025
$250M2026

Clients by filing

2582023
3562024
4002025
4482026

Key people

  • James RukstalisPresidentOwner · 6 years at the firm
    in
  • Arslan BahlerAdvisorOwner · 6 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth147%104%
  • Client growth26%43%
  • People127
  • AUM per person$20.8M$49.7M

Rank by measure

  • Official rankNo. 17147%
  • Client growthNo. 7226%
  • AUM added per personNo. 93$12.4M
  • AUM per personNo. 94$20.8M
← No. 16 Delaware Wealth PlannersNo. 18 JIM Saulnier & Associates →
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Altura Wealth Advisors: No. 17 on The Lean 100 (2026) — Private Wealth Daily