ALTITUDE WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$113M

Discretionary

0% of AUM

Avg account

$223K

Accounts

505

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 288529
Website: www.myaltitudewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: Individuals79.25%
HNWI20.42%
Pension & Profit Sharing Plans0.33%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Altitude Wealth Management, LLC is an independent registered investment adviser operating as an LLC that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third‑party advisers on behalf of clients. It identifies itself as a capital allocator and charges clients on a percentage‑of‑AUM basis alongside other fee arrangements. Altitude does not list ESG investing as an active focus and is not described as a multi‑state or newly formed adviser.