Altruity Wealth
Firm details
- Headquarters
- ,
- CRD number
- 292799
- Website
- altruitywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.59%
- Individuals4.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Altruity Wealth is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves primarily individual and family clients on a fee‑based (percentage of AUM) model and describes itself as a capital allocator. Its advisory services include financial planning and discretionary portfolio management across individuals/small businesses, pooled investment vehicles and institutional/business accounts. The firm also performs selection of other advisers. Altruity Wealth does not identify as an active ESG investor and is not positioned as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities86%
- Cash & Cash Equivalents13%
- US Government Bonds1%
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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