DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Zachary Armand Leighton

Alta Wealth Advisors LLCindependent RIAWoburn, Madual registrantIAPD 5472299
Feed of 09/14/2026
At current firm
1 y
since Oct 25, 2024
In the industry
15 y
since Jul 19, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Vice President Wealth Advisorreportedaltawealthadvisors.comfirm site, Sep 16, 2026
Partner or owner
“Throughout his career, Zach has held key roles including VP, Financial Advisor at Citizen’s Private Client Group, VP, Financial Advisor at Santander Investment Services , and Senior Partner, Retirement and Group Plans Specialist at Reliant ”reportedaltawealthadvisors.comthe sentence on the bio page
Years, as the firm states
16reportedaltawealthadvisors.com“Zach Leighton joins Alta Wealth Advisors with over 16 years of experience in the financial industry, specializing in retirement planning, investment strategies, and wealth management.”
Business email
zleighton@altawealthadvisors.comreportedaltawealthadvisors.comfirm site, Sep 16, 2026
Direct business phone
774-503-5088reportedaltawealthadvisors.comfirm site, Sep 16, 2026
Professional profile
altawealthadvisors.com/team/zachary-leightonreportedaltawealthadvisors.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Zachary Armand Leighton left Citizens Securities, Inc. for Alta Wealth Advisors Llc (registered 2024-10-25)
    Oct 25, 2024 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
15derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address