AdvisorCensus / Financial advisors / Amaltash Advisors
Amaltash Advisors is an SEC-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.
Quick answers
From the filingHow is Amaltash Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Amaltash Advisors reports these compensation arrangements: a percentage of assets under its management.
How much does Amaltash Advisors charge?
Its Form ADV Part 2A brochure dated March 9, 2026 states: Subscription: $20 a month (access to the firm’s proprietary software platform, strategy builder…); Subscription: $200 a year (full platform access, the AI strategy builder, a single brokerage…); Subscription: $200 a month (access to the firm’s proprietary software platform, strategy builder…); Subscription: $2,400 a year (all PRO features, plus multi-brokerage connections, advanced AI models…). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Amaltash Advisors registered with the SEC or a state?
Amaltash Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341060.
How much does Amaltash Advisors manage?
Amaltash Advisors reports $33,980 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).
What types of clients does Amaltash Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).
Which custodians does Amaltash Advisors use?
Amaltash Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alpaca Securities LLC as a custodian holding 10% or more of its separately managed account assets.
Does Amaltash Advisors 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/341060
What changed in Amaltash Advisors' recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $0 to $33,980.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Subscription: $20 a month (access to the firm’s proprietary software platform, strategy builder…)
The brochure's wording
● PRO Tier: $20 per month (or $200 annually). This tier provides full platform access, the AI strategy builder, a single brokerage connection, and basic marketplace access.
Subscription: $200 a year (full platform access, the AI strategy builder, a single brokerage…)
The brochure's wording
● PRO Tier: $20 per month (or $200 annually). This tier provides full platform access, the AI strategy builder, a single brokerage connection, and basic marketplace access.
Subscription: $200 a month (access to the firm’s proprietary software platform, strategy builder…)
The brochure's wording
● ULTRA Tier: $200 per month (or $2,400 annually). This tier includes all PRO features, plus multi-brokerage connections, advanced AI models, priority execution, unlimited marketplace access, and enhanced analytics.
Subscription: $2,400 a year (all PRO features, plus multi-brokerage connections, advanced AI models…)
The brochure's wording
● ULTRA Tier: $200 per month (or $2,400 annually). This tier includes all PRO features, plus multi-brokerage connections, advanced AI models, priority execution, unlimited marketplace access, and enhanced analytics.
As stated in the firm's Form ADV Part 2A brochure dated March 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$33,980 as of October 2026, filing dated September 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Amaltash Advisors LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $0 to $33,980.
- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Amaltash Advisors (CRD 341060): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/amaltash-advisors-341060