RIA Intel›Advisers›New York›ALTIUM WEALTH MANAGEMENT LLC

ALTIUM WEALTH MANAGEMENT LLC

Advisory

N·PURCHASE, NY

Data as of Mar 25, 2022 · Source: SEC Form ADV

Total AUM

$2.7B

1-Year AUM Growth

+24.3%

3-Year CAGR

+30.3%

Employees

25

Assets Under Management

Total AUM$2.7B

Discretionary AUM$2.7B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees25

Investment Advisers42

Employee Growth (1Y)—

Filing History

Total Filings on Record39

First FilingAug 13, 2010

Latest FilingMar 25, 2022

🔒 Full AUM trend chart and 39 historical filings spanning 12+ 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 ALTIUM WEALTH MANAGEMENT LLC

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