Altman Advisors
Altman Advisors is an SEC-registered wealth manager in Chicago, IL with $483.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Altman Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281778, SEC 801-108135, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $483.4M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 13
- Clients
- 184
- CRD
- 281778
- Ownership
- ALTMAN, BENJAMIN, MARCUS; BERDELLE, RICHARD, LEE; THE BENJAMIN M. ALTMAN TRUST; THE BENJAMIN M. ALTMAN TRUST UA 02/09/2017
How much AUM does Altman Advisors have?
Altman Advisors reported $483.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Altman Advisors?
Disclosed owners and executives of Altman Advisors include ALTMAN, BENJAMIN, MARCUS, BERDELLE, RICHARD, LEE, THE BENJAMIN M. ALTMAN TRUST, THE BENJAMIN M. ALTMAN TRUST UA 02/09/2017. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.