Lincoln Michael West
Investment adviser representative at Altura Private Wealth LLC
14 yearsExperience
1 stateRegistered in
$129.1MFirm assets
Under 1 yearFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Altura Private Wealth LLCSep 2026 to now
- Legacy Peak InsuranceDec 2022 to now
- Legacy Wealth ManagementFeb 2023 to Aug 2026
- Legacy Integrated LLCAug 2022 to Feb 2023
- Family First LifeJan 2022 to Aug 2022
- Renu LLCSep 2021 to Feb 2022
- Evo AutomationApr 2021 to Sep 2021
- Costa VidaJan 2021 to Apr 2021
- Byu IdahoDec 2020 to May 2021
- Church of Jesus Christ of Latter Day SaintsDec 2018 to Dec 2020
- ScentsyJul 2018 to Dec 2018
- Cold Stone CreameryMar 2017 to Jul 2018
- Ymca Rock WallJul 2016 to Mar 2017
- StudentAug 2012 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
Altura Private Wealth LLC
$129.1MAssets managed
341Clients
5Advisers
Under 1 yearIn 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
- 7701990
- Firm CRD
- 340533