Amaltash Advisors

RIASEC Registered
Total AUM
$34K
Discretionary
$34K
100% of AUM
Avg account
$2.1K
Accounts
16
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
341060
Registered since
April 8, 2026
Custodians
ALPACA SECURITIES LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Amaltash Advisors LLC is an independent registered investment adviser that entered SEC registration in 2026. The firm operates on a percentage-of-assets fee model and identifies individuals and families as its primary clients. Its advisory services focus on discretionary portfolio management for individuals and small businesses, as well as portfolio management for businesses or institutions. The firm is organized as a limited liability company and lists its owner type as a mix of a domestic entity and an individual. Amaltash Advisors does not describe itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth