# Altruist Advisors LLC

> Altruist Advisors LLC is an SEC-registered investment advisory firm in Culver City, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 340784
- Filed as: ALTRUIST ADVISORS LLC
- Also doing business as: CROSSWATER CAPITAL PARTNERS, EAGLE NEST WEALTH, LAINE WEALTH MANAGEMENT, PATRIOT WEALTH MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Culver City, CA
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340784
- AdvisorCensus page: https://advisorcensus.com/firm/altruist-advisors-llc-culver-city-ca-340784

## Quick answers

**How is Altruist Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Altruist Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Altruist Advisors LLC located?**
Altruist Advisors LLC's principal office is in Culver City, CA, according to its Form ADV.

**Is Altruist Advisors LLC registered with the SEC or a state?**
Altruist Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340784.

**How much does Altruist Advisors LLC manage?**
Altruist Advisors LLC reports $190,000,000 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**What types of clients does Altruist Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (184); high net worth individuals (60).

**Which custodians does Altruist Advisors LLC use?**
Altruist Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Altruist Advisors LLC 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/340784

**What changed in Altruist Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Added the business name Patriot Wealth Management Inc.. Added the business name Eagle Nest Wealth. Employees performing advisory functions went from 2 to 6. Regulatory assets under management went from $0 to $190,000,000.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC (affiliated with the firm)

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: $190,000,000
- Discretionary: $190,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 184 | $62,000,000 |
| High net worth individuals | 60 | $127,000,000 |
| Charitable organizations | Fewer than 5 | $1,000,000 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 20 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altruist.com
- instragram.com/altruistcorp
- Facebook @altruistcorp
- LinkedIn @altruistcorp
- X @altruist

## Changes in the filing (last 12 months)

### October 2026
- Added the business name Patriot Wealth Management Inc..
- Added the business name Eagle Nest Wealth.
- Employees performing advisory functions went from 2 to 6.
- Regulatory assets under management went from $0 to $190,000,000.

### September 2026
- Updated its list of owners and control persons (Schedule A).

### August 2026
- Added the business name Crosswater Capital Partners.
- Added the business name Laine Wealth Management.
- Registered or notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, UT, VA, VI, VT, WA, WI, WV, WY.

### July 2026
- Registered or notice-filed in OR, TX.

### June 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altruist Advisors LLC (CRD 340784): Form ADV filing data as of October 2026.