# Alpine Private Wealth

> 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.

- CRD: 286072
- Filed as: ALPINE PRIVATE WEALTH
- Legal name: Alpine Private Capital, LLC
- Also doing business as: ALPINE PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Saint Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286072
- AdvisorCensus page: https://advisorcensus.com/firm/alpine-private-wealth-saint-louis-mo-286072

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,453,478,904
- Discretionary: $1,453,478,904
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $18,290,181 |
| High net worth individuals | 208 | $1,357,959,395 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $19,509,632 |
| Charitable organizations | 10 | $30,905,070 |
| Corporations or other businesses not listed above | 8 | $26,814,626 |

### 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)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 20 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, LA, MO, NC, NE, NY, OR, RI, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Santa Rosa Beach, FL

### Websites listed on Form ADV (Item 1.I)
- alpineprivatewealth.com
- LinkedIn @alpine-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $610,021,343 | 12 | March 30, 2021 |
| October 2022 | $828,669,099 | 12 | March 25, 2022 |
| October 2023 | $749,687,814 | 15 | April 18, 2023 |
| October 2024 | $978,478,127 | 17 | April 16, 2024 |
| October 2025 | $1,226,919,954 | 20 | May 8, 2025 |
| October 2026 | $1,453,478,904 | 20 | March 24, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alpine Private Wealth (CRD 286072): Form ADV filing data as of October 2026.