ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

1111 Brickell Avenue
Suite 2802
Miami, Florida 33131
Tel: 305.373.8033

About ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC, formally registered with the SEC as ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. The firm was established in 12/04/2009. They have over 1 offices throughout the country.

ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. is a Miami, Florida based Financial Planning firm with nearly $840,207,615 assets under management, offering retirement planning & investment advisory services to 39 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152104
SEC#	801-70809
Assets Managed by Firm	$840,207,615
No. of Clients	39
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	39	$840,207,615
High net worth individuals	38	$767,223,999
Charitable organizations	1	$72,983,616

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