RIA Intel›Advisers›North Carolina›ALTRUIST WEALTH MANAGEMENT LLC

ALTRUIST WEALTH MANAGEMENT LLC

Advisory

NC

Data as of May 8, 2026 · Source: SEC Form ADV

Average account

$500K

across 33 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed May 8, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

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LEEP ASSET MANAGEMENT, LLC

$16M

$17M

NEWCOMB FINANCIAL ADVISORS, LLC

CHAPEL HILL, NC

$16M

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