{
  "crd_number": 152104,
  "slug": "alti-wealth-management-us-international-inc-coral-gables-fl-152104",
  "primary_business_name": "ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.",
  "legal_name": "ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.",
  "dbas": [],
  "city": "Coral Gables",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-12-04",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-04-28",
  "carried_forward": false,
  "raum_total": 690860427.0,
  "raum_discretionary": 112488172.0,
  "raum_non_discretionary": 578372255.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 79439377.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 611421050.0,
      "count": 36
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "FL"
  ],
  "websites": [
    "https://alti-global.com",
    "https://instagram.com/altiglobal",
    "https://linkedin.com/company/altiglobal"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152104",
  "city_as_filed": "CORAL GABLES",
  "url": "https://advisorcensus.com/firm/alti-wealth-management-us-international-inc-coral-gables-fl-152104",
  "display_name": "Alti Wealth Management (US International), Inc.",
  "summary": "Alti Wealth Management (US International), Inc. is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 28, 2026.",
  "citation": "AdvisorCensus. Alti Wealth Management (US International), Inc. (CRD 152104): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Alti Wealth Management (US International), Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Alti Wealth Management (US International), Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Alti Wealth Management (US International), Inc. located?",
      "a": "Alti Wealth Management (US International), Inc.'s principal office is in Coral Gables, FL, according to its Form ADV."
    },
    {
      "q": "Is Alti Wealth Management (US International), Inc. registered with the SEC or a state?",
      "a": "Alti Wealth Management (US International), Inc. is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 152104."
    },
    {
      "q": "How much does Alti Wealth Management (US International), Inc. manage?",
      "a": "Alti Wealth Management (US International), Inc. reports $690,860,427 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (16% discretionary)."
    },
    {
      "q": "How have Alti Wealth Management (US International), Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Alti Wealth Management (US International), Inc.: Regulatory assets under management: $725,384,232 in the October 2021 data and $690,860,427 in the October 2026 data, down 5%. Total employees: 31 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Alti Wealth Management (US International), Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (36); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Alti Wealth Management (US International), Inc. use?",
      "a": "Alti Wealth Management (US International), Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citigroup Global Markets Inc., J.P. Morgan Securities LLC and Morgan Stanley as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Alti Wealth Management (US International), Inc. report any disciplinary disclosures?",
      "a": "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/152104"
    },
    {
      "q": "What changed in Alti Wealth Management (US International), Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 725384232.0,
      "total_employees": 31,
      "filing_date": "2021-04-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 895351672.0,
      "total_employees": 28,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 965636451.0,
      "total_employees": 26,
      "filing_date": "2023-04-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 840207615.0,
      "total_employees": 4,
      "filing_date": "2024-05-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 670418217.0,
      "total_employees": 5,
      "filing_date": "2025-07-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 690860427.0,
      "total_employees": 10,
      "filing_date": "2026-04-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 4.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citigroup Global Markets Inc.",
      "name_as_filed": "CITIGROUP GLOBAL MARKETS INC.",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/alti-wealth-management-us-international-inc-coral-gables-fl-152104.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 611421050.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 79439377.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152104",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}