# Altruistic Advisor LLC

> Altruistic Advisor LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 329799
- Filed as: ALTRUISTIC ADVISOR LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329799
- AdvisorCensus page: https://advisorcensus.com/firm/altruistic-advisor-llc-329799

## Quick answers

**How is Altruistic Advisor LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Altruistic Advisor LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Altruistic Advisor LLC registered with the SEC or a state?**
Altruistic Advisor LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329799.

**How much does Altruistic Advisor LLC manage?**
Altruistic Advisor LLC reports $5,988,585 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Altruistic Advisor LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Altruistic Advisor LLC 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/329799

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,988,585
- Discretionary: $5,988,585
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,830,829 |
| High net worth individuals | Fewer than 5 | $1,873,579 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,284,177 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altruistic Advisor LLC (CRD 329799): Form ADV filing data as of October 2026.