# Altruist Wealth Management

> 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.

- CRD: 333692
- Filed as: ALTRUIST WEALTH MANAGEMENT
- Legal name: Altruist Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333692
- AdvisorCensus page: https://advisorcensus.com/firm/altruist-wealth-management-charlotte-nc-333692

## Quick answers

**How is Altruist Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Altruist Wealth Management reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Altruist Wealth Management located?**
Altruist Wealth Management's principal office is in Charlotte, NC, according to its Form ADV.

**Is Altruist Wealth Management registered with the SEC or a state?**
Altruist Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333692.

**How much does Altruist Wealth Management manage?**
Altruist Wealth Management reports $16,507,137 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (100% discretionary).

**What types of clients does Altruist Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9).

**Does Altruist Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $16,507,137
- Discretionary: $16,507,137
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 9 | $16,507,137 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altruistwealthmanagement.com
- Facebook @61571590240730
- LinkedIn @altruist-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altruist Wealth Management (CRD 333692): Form ADV filing data as of October 2026.