Amy White Widener
Investment adviser representative at Realta Investment Advisors, Inc
11 yearsExperience
1 stateRegistered in
$385.4MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Realta Investment Advisors, Inc.Sep 2023 to now
- Realta Equities, Inc.Sep 2023 to now
- Arete Wealth Advisors, LLCMar 2023 to Sep 2023
- Center Street SecuritiesAug 2012 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Realta Investment Advisors, Inc
$385.4MAssets managed
1,231Clients
57Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3111888
- Firm CRD
- 134952