Altruist Wealth Management
RIASEC Registered
Total AUM
$16.5M
Discretionary
$16.5M
100% of AUM
Avg account
$500K
Accounts
33
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 333692
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Altruist Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fixed fees and describes itself as a capital allocator and an active ESG investor. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and selecting other advisers or managers on behalf of clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds2%
Contacts
1 of 1
Thomas Mclean
FounderCRD 5458123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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