Alti Wealth Management (us International), Inc.
Alti Wealth Management (us International), Inc. is an SEC-registered wealth manager in Coral Gables, FL with $690.9M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Alti Wealth Management (us International), Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152104, SEC 801-70809, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $690.9M (2026-04-28)
- Firm type
- Wealth Manager
- Location
- Coral Gables, FL
- Employees
- 10
- Clients
- 37
- CRD
- 152104
- Ownership
- GUGGENHEIM CAPITAL, LLC; CONSOLIDATED INVESTMENT SERVICES, INC.; SAMMONS ENTERPRISES, INC. ESOT; REMY, JOSE, FELIX; DE LA SERNA, RICARDO, CAYETANO
How much AUM does Alti Wealth Management (us International), Inc. have?
Alti Wealth Management (us International), Inc. reported $690.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Alti Wealth Management (us International), Inc.?
Disclosed owners and executives of Alti Wealth Management (us International), Inc. include GUGGENHEIM CAPITAL, LLC, CONSOLIDATED INVESTMENT SERVICES, INC., SAMMONS ENTERPRISES, INC. ESOT, REMY, JOSE, FELIX, DE LA SERNA, RICARDO, CAYETANO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.