Data / Investment advisers / Florida / Alti Wealth Management (US International), Inc.
Alti Wealth Management (US International), Inc., Coral Gables, FL: $691 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alti Wealth Management (US International), Inc. is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $691 million in regulatory assets under management in its Form ADV filed April 28, 2026. Its clients include high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 152104
- SEC file number
- 801-70809
- SEC status
- Approved, effective December 4, 2009
- Main office
- 2811 Ponce de Leon Blvd. Suite 520, Coral Gables, FL 33134
- Phone
- (305) 373-8033
- Website
- alti-global.com
- Regulatory AUM
- $690,860,427 in the Form ADV filed April 28, 2026
- Discretionary AUM
- $112,488,172
- Non discretionary AUM
- $578,372,255
- Accounts
- 37
- Employees
- 10, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $611.4 million |
| Charitable organizations | 1 | $79.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $690.9 million | March 30, 2026 |
| December 1, 2025 | $670.4 million | July 29, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Amerant Investments, Inc. | Coral Gables | $782.4 million | Not listed | adviserinfo.sec.gov |
| Invex Advisors LLC | Coral Gables | $759.3 million | 3 | adviserinfo.sec.gov |
| Bayshore Wealth Advisors | Coral Gables | $740.1 million | Not listed | adviserinfo.sec.gov |
| Aston Capital Management | Coral Gables | $711.8 million | 5 | adviserinfo.sec.gov |
| Maximai Investment Partners, LLC | Coral Gables | $695.8 million | Not listed | adviserinfo.sec.gov |
| Driftwood Advisors, LLC | Coral Gables | $568.8 million | 3 | adviserinfo.sec.gov |
| Inveris US LLC | Coral Gables | $568.4 million | Not listed | adviserinfo.sec.gov |
| Ceeto Capital Group, LLC | Coral Gables | $531.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Alti Wealth Management (US International), Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.