{
  "crd_number": 333692,
  "slug": "altruist-wealth-management-charlotte-nc-333692",
  "primary_business_name": "ALTRUIST WEALTH MANAGEMENT",
  "legal_name": "ALTRUIST WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-03-07",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-08",
  "carried_forward": false,
  "raum_total": 16507137.0,
  "raum_discretionary": 16507137.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 16507137.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC"
  ],
  "websites": [
    "https://altruistwealthmanagement.com",
    "https://facebook.com/61571590240730",
    "https://linkedin.com/company/altruist-wealth-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333692",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/altruist-wealth-management-charlotte-nc-333692",
  "display_name": "Altruist Wealth Management",
  "summary": "Altruist Wealth Management is a state-registered investment advisory firm in Charlotte, NC, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 8, 2026.",
  "citation": "AdvisorCensus. Altruist Wealth Management (CRD 333692): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Altruist Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Altruist Wealth Management reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Altruist Wealth Management located?",
      "a": "Altruist Wealth Management's principal office is in Charlotte, NC, according to its Form ADV."
    },
    {
      "q": "Is Altruist Wealth Management registered with the SEC or a state?",
      "a": "Altruist Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333692."
    },
    {
      "q": "How much does Altruist Wealth Management manage?",
      "a": "Altruist Wealth Management reports $16,507,137 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Altruist Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (9)."
    },
    {
      "q": "Does Altruist Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333692"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/altruist-wealth-management-charlotte-nc-333692.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 9,
      "fewer_than_5": false,
      "raum": 16507137.0
    }
  ],
  "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/333692",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}