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| Keyboard |
| ALTI Wealth Management US International Inc
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|---|---|
| CRD # | 152104 |
| SEC # | 801-70809 |
| CIK # | |
| AUM | 690.9 M (2026-04-28) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 305-373-8033 |
| Address | 2811 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 36 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 37 | 0.7 |
| By Discretionary | ||
| Discretionary | 13 | 0.1 |
| Non-Discretionary | 24 | 0.6 |
| Total | 37 | 0.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 0.1 | |
| Total | 37 | 0.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
William Joseph Capital Management Inc
✚
|
CT | 694.3 M |
|
WMG Financial Advisors LLC
✚
|
TN | 693.8 M |
|
Cambridge Advisors Inc
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|
NE | 693.5 M |
|
SkyOak Wealth LLC
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|
MI | 692.7 M |
|
Verecan Capital Management Inc
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|
692.7 M | |
|
Covenant Asset Management LLC
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|
NJ | 692.6 M |
|
Plan Group Financial Inc
✚
|
OK | 690.3 M |
|
East End Financial Group Inc
✚
|
NY | 689.2 M |
|
Nvest Financial LLC
✚
|
NH | 688.3 M |
|
Siharum Advisors LLC
✚
|
MA | 687.5 M |