# Alti Wealth Management (US International), Inc.

> 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.

- CRD: 152104
- Filed as: ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152104
- AdvisorCensus page: https://advisorcensus.com/firm/alti-wealth-management-us-international-inc-coral-gables-fl-152104

## Quick answers

**How is Alti Wealth Management (US International), Inc. compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alti Wealth Management (US International), Inc. located?**
Alti Wealth Management (US International), Inc.'s principal office is in Coral Gables, FL, according to its Form ADV.

**Is Alti Wealth Management (US International), Inc. registered with the SEC or a state?**
Alti Wealth Management (US International), Inc. is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 152104.

**How much does Alti Wealth Management (US International), Inc. manage?**
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).

**How have Alti Wealth Management (US International), Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Alti Wealth Management (US International), Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); charitable organizations (1).

**Which custodians does Alti Wealth Management (US International), Inc. use?**
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.

**Does Alti Wealth Management (US International), Inc. 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/152104

**What changed in Alti Wealth Management (US International), Inc.'s recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Citigroup Global Markets Inc.
- J.P. Morgan Securities LLC
- Morgan Stanley

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: $690,860,427
- Discretionary: $112,488,172
- Non-discretionary: $578,372,255

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 36 | $611,421,050 |
| Charitable organizations | 1 | $79,439,377 |

### 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: 2009 (16 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alti-global.com
- Instagram @altiglobal
- LinkedIn @altiglobal

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $725,384,232 | 31 | April 9, 2021 |
| October 2022 | $895,351,672 | 28 | March 30, 2022 |
| October 2023 | $965,636,451 | 26 | April 27, 2023 |
| October 2024 | $840,207,615 | 4 | May 2, 2024 |
| October 2025 | $670,418,217 | 5 | July 29, 2025 |
| October 2026 | $690,860,427 | 10 | April 28, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alti Wealth Management (US International), Inc. (CRD 152104): Form ADV filing data as of October 2026.