ALTRUIST LLC

CRD 299398 · SEC 801-117757

Visit website

3030 S. LA CIENEGA BLVD, CULVER CITY, CA, 90232, United States

Phone

888-510-4660

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

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Discretionary AUM

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Team

348 total employees; 5 advisory reps; 14196 broker-dealer reps

Clients

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Fees

MOD MP PLAT FEE TO UNAFF RIA MOD MP ONBRD & MAINT FEE MOD PRVDRS

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

LICENSED THIRD-PARTY MODELS; TAX MANAGEMENT FEATURES; ADVISORY SERVICES TO UNAFFILIATED RIAS, I.E. ALTRUIST GENERATED MODELS

Client types

Type	Clients	AUM
Other investment advisers	614	$0

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://altruist.com
https://twitter.com/altruist
https://www.linkedin.com/company/altruistcorp/
https://www.instagram.com/altruistcorp/
https://www.facebook.com/altruistcorp/

Official SEC filing: View on IAPD