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ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

Advisory

Y·CORAL GABLES, FL

Data as of Apr 28, 2026 · Source: SEC Form ADV

Total AUM

$691M

1-Year AUM Growth

-13.0%

3-Year CAGR

+4.3%

Employees

4

Assets Under Management

Total AUM$691M

Discretionary AUM$112M

Non-Discretionary AUM$578M

Discretionary %16.3%

Total Clients37

Team

Total Employees4

Investment Advisers10

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record32

First FilingNov 5, 2009

Latest FilingApr 28, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.