# Altruity Wealth

> Altruity Wealth is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 292799
- Filed as: ALTRUITY WEALTH
- Legal name: Altruity Investment Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292799
- AdvisorCensus page: https://advisorcensus.com/firm/altruity-wealth-292799

## Quick answers

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

**Is Altruity Wealth registered with the SEC or a state?**
Altruity Wealth is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292799.

**How much does Altruity Wealth manage?**
Altruity Wealth reports $37,882,547 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary).

**What types of clients does Altruity Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (4).

**Does Altruity Wealth 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/292799

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $37,882,547
- Discretionary: $37,882,547
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,670,154 |
| High net worth individuals | 4 | $36,212,393 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altruityinvest.com
- altruityinvestmentadvisors.com
- altruityinvestments.com
- altruitywealth.com
- altruitywealthmanagement.com
- Facebook @Altruity-Investment-Advisors-175160549914631

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altruity Wealth (CRD 292799): Form ADV filing data as of October 2026.