# 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.

- CRD: 341060
- Filed as: AMALTASH ADVISORS
- Legal name: Amaltash Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341060
- AdvisorCensus page: https://advisorcensus.com/firm/amaltash-advisors-341060

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Subscription: $20 a month (access to the firm’s proprietary software platform, strategy builder…)

> ● 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…)

> ● 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…)

> ● 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…)

> ● 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Alpaca Securities LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $33,980
- Discretionary: $33,980
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $33,980 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [amaltash.com](https://amaltash.com)
- Facebook @TradeOnAmaltash
- Instagram @tradeonamaltash
- LinkedIn @amaltash

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Amaltash Advisors (CRD 341060): Form ADV filing data as of October 2026.