Altfest Personal Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 4, 2026, reports $1.8B in regulatory assets under management, 42 employees, 1 office, and 3,139 accounts.
Assets Under Management
$1.8B
Employees
42
Offices
1 office
Total Clients
695
Primary office
NEW YORK, NY
445 PARK AVENUE, 6TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.0% of total clients.
Top client categories% of clientsClients
1
HNWI
62.0%
431
2
Individuals
36.7%
255
3
Charitable
0.7%
5
4
Pooled Investment Vehicles
0.6%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 4, 2026
Discretionary100.0%
$1.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts3,139
10Y AUM Change+$625M (+53.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees42
Clients per Employee17:1
10Y Employee Change+22 (+110.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.