TIEDEMANN ADVISORS, LLC

CRD 147189 · SEC 801-69865

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22 VANDERBILT AVENUE, 27TH FLOOR, NEW YORK, NY, 10017, United States

Phone

212-396-5900

Fax

212-396-8772

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$31.01B

Discretionary AUM

$26.45B

Team

182 total employees; 64 advisory reps; 4 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	407	$24.10B
Pooled investment vehicles	23	$4.50B
Charitable organizations	31	$2.41B

States served

AK, CA, CO, DE, DC, IL, LA, MD, MA, MN, NV, NJ, NY, OR, PA, TN, UT, VA, WA, TX, NH, CT, FL

All web addresses on file

https://www.linkedin.com/company/tiedemann-advisors/
https://alti-global.com/
https://www.linkedin.com/company/altiglobal/
https://instagram.com/altiglobal?igshid=YMMyMTA2M2Y=

Official SEC filing: View on IAPD