CORAL GABLES, FLCRD 152104Latest ADV April 28, 2026
Alti Wealth Management (Us International), Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated April 28, 2026, reports $691M in regulatory assets under management, 10 employees, and 37 accounts.
Assets Under Management
$691M
Employees
10
Offices
--
Total Clients
37
Primary office
CORAL GABLES, FL
2811 PONCE DE LEON BLVD., SUITE 520, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.3% of total clients.
Top client categories% of clientsClients
1
HNWI
97.3%
36
2
Charitable
2.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$691Mas of April 28, 2026
Discretionary16.3%
$112M
16% of total RAUM16.3%
Non-discretionary83.7%
$578M
84% of total RAUM83.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$691M
Total Accounts37
10Y AUM Change$-1.5B (-67.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee4:1
10Y Employee Change-9 (-47.4%)
* 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.