#United States #Wilmington #Financial Services #Realta Wealth #Scott Smith

Realta Wealth Welcomes Scott S. Smith as New President

In a significant move for its future growth, Realta Wealth has appointed Scott S. Smith as its new President. This announcement, made on September 8, 2025, heralds a new era for the leading independent broker-dealer and registered investment advisory platform. Smith's extensive experience in financial services positions him to guide Realta through its next phase of expansion.

Realta Wealth is renowned for combining the entrepreneurial spirit that independent advisors value with substantial institutional resources. As President, Smith is set to nurture the firm's advisor network while creating a robust compliance and supervisory framework alongside scaling its alternative investment platform.

Who is Scott S. Smith?

Smith is a seasoned professional with over two decades of experience in wealth management, broker-dealer operations, and real estate capital markets. His previous role as CEO and chairman at FactRight saw him establish pivotal due diligence and risk standards that transformed advisor oversight for alternative investments, underlining the results-driven approach he is known for.

Before his leadership position at FactRight, he played a key role at Ameriprise, developing their alternative investment strategy and integrating private real estate solutions into their advisor offerings. His broad experience showcases a commitment to innovation and excellence in the financial field. Smith also boasts a Juris Doctor degree from the University of Missouri–Columbia School of Law and holds multiple law licenses across several states, further solidifying his credibility in the industry.

Smith’s Vision for Realta Wealth

In his own words, Smith expressed, "Realta is at a pivotal moment, combining the entrepreneurial independence advisors value with the institutional-grade resources they need to thrive. I am excited to work alongside our advisors, employees, partners, and leadership team to deliver innovative solutions, deepen our compliance culture, and build a platform that positions Realta as the destination of choice for growth-minded advisors."

Indeed, under his divisive leadership style, the firm is poised for impactful transformation. Smith’s immediate focus includes enhancing operational efficiency across all departments and significantly improving Realta's offerings in both traditional and alternative investment strategies. These initiatives are expected to further solidify Realta's reputation as a trusted ally for independent advisors and their clients.

About Realta Wealth

Headquartered in Wilmington, Delaware, Realta Wealth has established itself as a foremost broker-dealer and registered investment advisory (RIA) platform focused on serving financial professionals. They provide a comprehensive suite of services, including support for traditional and alternative investments, 1031 exchange strategies, and practice management, all reinforced by a strong supervisory and operational backbone.

Realta Wealth is dedicated to fostering advisor growth and ensuring exceptional client outcomes. Their commitment to transparency and accountability has helped build a robust culture of long-term partnership.

Experts in the field recognize the importance of strong leadership during dynamic times in the financial landscape, and with Scott S. Smith at the helm, Realta Wealth stands ready to navigate future challenges and opportunities in the wealth management industry. This strategic appointment not only reflects a consolidation of previous achievements but also represents a forward-thinking vision targeting client and advisor success in an evolving market landscape.