Zachary Waldon
Investment adviser representative at Realta Investment Advisors, Inc
10 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
10 years in the industry.
- Realta Investment Advisors, Inc.Sep 2025 to now
- Realta Equities, Inc.Sep 2025 to now
- Fortify IncMay 2023 to now
- Equitable Advisors, LLCAug 2023 to Sep 2025
- Vora Wealth Management PllcOct 2021 to Aug 2023
- Golden State DisposalOct 2021 to Dec 2022
- Dirty BirdiesAug 2021 to Sep 2021
- Kachina KitchenMay 2021 to Sep 2021
- Aspen Valley Golf CourseMay 2021 to Aug 2021
- Zsw Inc.Mar 2020 to Aug 2020
- Kachina DowntownAug 2019 to May 2021
- Docuserve ProJun 2018 to Oct 2020
- Rancho Car WashJun 2018 to Aug 2019
- Pie Nation PizzeriaAug 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7701834
- Firm CRD
- 134952