Altruity Wealth
Firm details
- Headquarters
- ,
- CRD number
- 292799
- Website
- altruitywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.64%
- Individuals7.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Altruity Wealth operates as an independent Registered Investment Advisor (RIA) and is structured as a Limited Liability Company. The firm focuses on providing financial planning services and portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. Altruity Wealth does not actively engage in ESG investing and operates without multi-state advisory capabilities. The firm is owned by an individual and employs a fee structure based on a percentage of assets under management (AUM).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents18%
- US Government Bonds2%
Contacts
1 of 1Steven Peshek
President and Investment AdvisorCRD 6911828
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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