Melissa S. Lowther

ALTURAS WEALTH MANAGEMENT

EAGLE, ID

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CRD#: 5752281

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa Sue Newhouse | Melissa Sue Patton

Other business activities

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

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 29, 2019 - Present

ALTURAS WEALTH MANAGEMENT, LLC

RIA

CRD#: 304531

EAGLE, ID

Past

March 1, 2018 - September 4, 2019

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

BOISE, ID

Past

January 22, 2018 - September 4, 2019

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

BOISE, ID

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.

Highlighted states indicate IAR registrations

IAR

Idaho
(8/29/2019)

IAR

Oregon
(2/23/2021)

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

State Security Law Exam

IAR

Series 66

Date: 2/23/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/22/2018

General Securities Representative Examination

Current Firm

ALTURAS WEALTH MANAGEMENT, LLC

CRD#: 304531 / SEC#: 801-117263

RIA

Registered Investment Advisory firm - (1/30/2020 Terminated)

Idaho

Registered Investment Advisory firm - (12/17/2019 Approved)

Oregon

Registered Investment Advisory firm - (1/29/2020 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).

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Contact information

Main Address

Eagle, ID

Mailing Address

Po Box 1684, Eagle, ID 83616

Phone number

(208) 991-8789

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	106
AUM (Assets Under Management)	$ 36,876,861

Red Flags

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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Melissa S. Lowther

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ALTURAS WEALTH MANAGEMENT, LLC

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/22/2018

Current Firm

ALTURAS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALTURAS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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