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Scott William Macintosh

Investment adviser representative at Valterra Partners LLC
11 yearsExperience
1 stateRegistered in
$237MFirm assets
3 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 assetsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Valterra Partners LLCMar 2015 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008

State registrations

Registered as an investment adviser representative in 1 state (TX).

Valterra Partners LLC

$237MAssets managed
5Clients
2Advisers
3 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
5230424
Firm CRD
316443
Advisor's SEC record (opens in a new tab)
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