ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

RIASEC RegisteredEst. 2009

Total AUM

$691M

Discretionary

$112M

16% of AUM

Avg account

$18.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CORAL GABLES, Florida
CRD number: 152104
Registered since: December 4, 2009
Custodians: J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC, CITIGROUP GLOBAL MARKETS INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI88.5%
Charitable Organizations11.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alti Wealth Management (US International), Inc. is a corporation registered with the SEC since 2009 that serves both individual/family clients and institutional investors. The firm identifies as a capital allocator and provides a mix of financial planning and portfolio management services for individuals, small businesses, and institutions, along with selecting other advisers. Its permitted business activities include operating as a commodity pool operator/commodity trading advisor (CPO/CTA) and acting as sponsor or general partner for pooled investment vehicles. Fee arrangements reported include percentage-of-AUM, fixed fees, and performance-based fees. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.