Altitude Wealth Management, LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 288529
- Website
- www.myaltitudewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals79.25%
- HNWI20.42%
- Pension & Profit Sharing Plans0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Altitude Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves individuals, families and some institutional clients. The firm operates as a capital allocator, charging fees based on a percentage of assets under management alongside other fee arrangements. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting external advisers. Altitude is not identified as an active ESG investor, and it reports an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities32%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Haley Sanders
President and FounderCRD 5626307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 1777 S Harrison St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Alpine Wealth Advisors, LLC
RIADenver, CO
Columbia Benefits, LLC
RIADenver, CO
Wealth Engineers, LLC
RIADenver, CO
Noble Wealth Partners
RIADenver, CO
Meketa Capital, LLC
RIADenver, CO
Walnut Level Capital LLC
RIADenver, CO