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Innealta Porfolio Advisors, LLC (Charlottesville)


Innealta Porfolio Advisors, LLC is a large advisory firm based in Charlottesville. It manages $295.75 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Virginia.

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Innealta Porfolio Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Innealta Porfolio Advisors: assets under management

The assets under management (AUM) of Innealta Porfolio Advisors, LLC is $295.75 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $295.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $147.87 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Innealta Porfolio Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlottesville

The principal office where Innealta Porfolio Advisors, LLC performs its advisory services is located at 1705 Owensfield Drive, Charlottesville, VA 22901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 434-923-3222 or by fax 434-923-3223. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.innealtaportfolioadvisors.com.


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