SAINT LOUIS, MOCRD 286072Latest ADV March 24, 2026
Alpine Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Louis, MO. Its latest Form ADV filing, dated March 24, 2026, reports $1.5B in regulatory assets under management, 20 employees, 2 offices, and 295 accounts.
Assets Under Management
$1.5B
Employees
20
Offices
2 offices
Total Clients
295
Primary office
SAINT LOUIS, MO
190 CARONDELET PLAZA, SUITE 1300, SAINT LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.5% of total clients.
Top client categories% of clientsClients
1
HNWI
70.5%
208
2
Individuals
19.3%
57
3
Pension Plans
4.1%
12
4
Charitable
3.4%
10
5
Corporations
2.7%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 24, 2026
Discretionary100.0%
$1.5B
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.
Total AUM$1.5B
Total Accounts295
10Y AUM Change+$1.0B (+256.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee15:1
10Y Employee Change+15 (+300.0%)
* 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.