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Melissa Sue Lowther

ALTURAS WEALTH MANAGEMENT
EAGLE, ID
·CRD# 5752281·8 years experience

Professional Summary

Melissa Sue Lowther, who also goes by Melissa Sue Newhouse, Melissa Sue Patton, is a registered financial advisor currently at ALTURAS WEALTH MANAGEMENT, LLC located in Eagle, Idaho. Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Melissa has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Melissa Sue Newhouse, Melissa Sue Patton

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

ALTURAS WEALTH MANAGEMENT, LLC·CRD# 304531
RIA
Eagle, ID
August 29, 2019 - Present
1ST GLOBAL ADVISORS INC·CRD# 111133
RIA
Boise, ID
March 1, 2018 - September 4, 2019
1ST GLOBAL CAPITAL CORP.·CRD# 30349
BD
Boise, ID
January 22, 2018 - September 4, 2019

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Current Firm

AW
ALTURAS WEALTH MANAGEMENT, LLC

ALTURAS WEALTH MANAGEMENT, LLC

CRD#: 304531 / SEC#: 801-117263
RIA
Registered Investment Advisory firm - SEC (1/30/2020 Terminated)
Idaho
Registered Investment Advisory firm - Idaho (12/17/2019 Approved)
Oregon
Registered Investment Advisory firm - Oregon (1/29/2020 Approved)
Washington
Registered Investment Advisory firm - Washington (3/31/2026 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Eagle, ID

Mailing Address

Po Box 1684, Eagle, ID 83616

Phone Number

(208) 991-8789

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

127

AUM (Assets Under Management)

$47,132,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. ALTURAS CPA SERVICES, LLC; EAGLE, ID; MEMBER WITH 50% OWNERSHIP; CERTIFIED PUBLIC ACCOUNTING FIRM; STARTED 07/2020; APPROX 40 HOURS/MONTH. 2. BOISE LPGA AMATEUR GOLF ASSOC.; EAGLE, ID; BOARD OF DIRECTORS - RECORDS DIRECTOR; TAKE BOARD MEETING NOTES & RECORD RETENTION; STARTED 03/2021; APPROX 3 HOURS/MONTH; 0 HRS DURING TRADING HRS. 3. UNIVERSITY OF IDAHO ALUMNNI ASSOCIATION; MOSCOW, ID; Executive Board Member; Help alumni association board strategize and organize activities that support mission; STARTED 01/2024; APPROX 4 HOURS/MONTH; 4 HRS DURING TRADING HRS. 4. XI HOUSE CORPORATION OF GAMMA PHI BETA; NO; MOSCOW, ID; BOARD MEMBER/ TREASURER; NON-PROFIT; 07/2022; 6;0

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Idaho
(8/29/2019)
IAR
Washington
(3/31/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2018About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Melissa Sue Lowther's CRS (Customer Relationship Summary).

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