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Alti Wealth Management (US International), Inc.

● SEC registered since 2009CRD 152104SEC# 801-70809Coral Gables, FL
Export (members)
Reg. AUM
$670.4M
Employees
5
Accounts
37
Location
Coral Gables, FL

Alti Wealth Management (US International), Inc. assets under management

Alti Wealth Management (US International), Inc. is an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 2009. It reports $670.4 million in regulatory assets under management and employs 5 people.

Alti Wealth Management (US International), Inc. owners & executives

11 reported
NameTitleOwnershipSince
Alti Global Wealth Management Holdings Limited ControlShareholderOver 75%2023
Jamie Ivan Grossman ControlDirectorUnder 5%2023
Jose Felix Remy ControlDirector, PresidentUnder 5%2015
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Frequently asked questions

How much does Alti Wealth Management (US International), Inc. manage?

Alti Wealth Management (US International), Inc. reports $670.4 million in regulatory assets under management on its Form ADV.

How many employees does Alti Wealth Management (US International), Inc. have?

Alti Wealth Management (US International), Inc. reports 5 employees.

Where is Alti Wealth Management (US International), Inc. located?

Alti Wealth Management (US International), Inc. is based in Coral Gables, FL and has been SEC-registered since 2009.

Does Alti Wealth Management (US International), Inc. disclose fund performance?

Alti Wealth Management (US International), Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2811 Ponce de Leon Blvd., Suite 520, Coral Gables, FL 33134
Phone305.373.8033
Fax305.374.8246
Office hours9:00 a.m. - 6:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107.7M
Non-discretionary$562.7M
Total (RAUM)$670.4M