David Sylvan Cooper

Realta Investment Advisors, INC

31 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Realta Investment Advisors, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

57 advisors

Number of Clients

1,958 clients

Average Client Portfolio

$175K average

Assets Under Management

$343.5M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

1201 N. Orange Street, Suite 729, Wilmington, DE, 19801

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2005

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business Activities

David is an investment advisor representative at Realta Investment Advisors, dedicating nearly full-time hours to this role. He also owns and operates several businesses, including a CBD retail store (Wake N Bake) and a tropical fish wholesale business, taking about 10-20% of his time and a few hours per week, respectively.