AdvisorCensus / Financial advisors / Missouri / St. Louis / Alpine Private Wealth
Alpine Private Wealth
Filed as ALPINE PRIVATE WEALTH · Legal name Alpine Private Capital, LLC
Alpine Private Wealth is an SEC-registered investment advisory firm in Saint Louis, MO, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Alpine Private Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Alpine Private Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Alpine Private Wealth located?
Alpine Private Wealth's principal office is in Saint Louis, MO, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Alpine Private Wealth registered with the SEC or a state?
Alpine Private Wealth is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286072.
How much does Alpine Private Wealth manage?
Alpine Private Wealth reports $1,453,478,904 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).
How have Alpine Private Wealth's assets and staff changed since 2021?
In the Form ADV data for Alpine Private Wealth: Regulatory assets under management: $610,021,343 in the October 2021 data and $1,453,478,904 in the October 2026 data, up 138%. Total employees: 12 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Alpine Private Wealth serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (208); individuals (other than high net worth individuals) (57); pension and profit sharing plans (but not the plan participants or government pension plans) (12).
Which custodians does Alpine Private Wealth use?
Alpine Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Alpine Private Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286072
What changed in Alpine Private Wealth's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $1,226,919,954 to $1,453,478,904 (+18%). Registered or notice-filed in NE.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 23, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,453,478,904 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Alpine Private Capital, LLC
- Also doing business as
- ALPINE PRIVATE WEALTH
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 20. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,453,478,904 | 20 | March 24, 2026 |
| October 2025 | $1,226,919,954 | 20 | May 8, 2025 |
| October 2024 | $978,478,127 | 17 | April 16, 2024 |
| October 2023 | $749,687,814 | 15 | April 18, 2023 |
| October 2022 | $828,669,099 | 12 | March 25, 2022 |
| October 2021 | $610,021,343 | 12 | March 30, 2021 |
Regulatory assets under management: $610,021,343 in the October 2021 data and $1,453,478,904 in the October 2026 data, up 138%.
Total employees: 12 in October 2021 and 20 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $1,226,919,954 to $1,453,478,904 (+18%).
- Registered or notice-filed in NE.
- December 2025
- Registered or notice-filed in OR.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Alpine Private Wealth (CRD 286072): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/alpine-private-wealth-saint-louis-mo-286072