Alti Wealth Management (US International), Inc.
● SEC registered since 2009CRD 152104SEC# 801-70809Coral Gables, FL
Reg. AUM
$690.9M
Employees
10
Accounts
37
Location
Coral Gables, FL
Alti Wealth Management (US International), Inc. assets under management
Alti Wealth Management (US International), Inc. is an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 2009. It reports $690.9 million in regulatory assets under management and employs 10 people.
Alti Wealth Management (US International), Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alti Wealth & Capital Solutions Holdings, LLC Control | Member | Over 75% | 2024 |
| Jose Felix Remy Control | Director, President | Under 5% | 2015 |
| Ricardo Cayetano De La Serna Control | Director, Vp And Secretary | Under 5% | 2015 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Alti Wealth Management (US International), Inc. manage?
Alti Wealth Management (US International), Inc. reports $690.9 million in regulatory assets under management on its Form ADV.
How many employees does Alti Wealth Management (US International), Inc. have?
Alti Wealth Management (US International), Inc. reports 10 employees.
Where is Alti Wealth Management (US International), Inc. located?
Alti Wealth Management (US International), Inc. is based in Coral Gables, FL and has been SEC-registered since 2009.
Does Alti Wealth Management (US International), Inc. disclose fund performance?
Alti Wealth Management (US International), Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2811 Ponce de Leon Blvd., Suite 520, Coral Gables, FL 33134 |
| Phone | 305.373.8033 |
| Fax | 305.374.8246 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$690.9M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$690.9Mregulatory AUM
Discretionary $112.5MNon-discretionary $578.4M