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ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.
CRD 152104 · SEC 801-70809
2811 PONCE DE LEON BLVD., SUITE 520, CORAL GABLES, FL, 33134, United States
Phone
305.373.8033
Fax
305.374.8246
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$690.9M
Discretionary AUM
$112.5M
Team
10 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $611.4M |
| Charitable organizations | 1 | $79.4M |
States served
DE, FL
All web addresses on file
Official SEC filing: View on IAPD