Alpine Private Wealth

RIASEC Registered

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$4.9M

Accounts

295

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 286072
Registered since: January 17, 2017
Website: www.apc-invest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI93.43%
Charitable Organizations2.13%
Corporations / Businesses1.84%
Pension & Profit Sharing Plans1.34%
Individuals1.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alpine Private Wealth is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registration year 2017) and describes itself as a capital allocator serving individual and family clients as well as institutional and business accounts. Its advisory mix includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of outside advisers. Alpine bills clients via asset-based fees and fixed fees. The firm is not identified as an active ESG investor.