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ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

CRD 152104File 801-70809
APPROVED
Retail clients
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$690.9M
Above cohort median (national)
Discretionary AUM
$112.5M
Non-discretionary $578.4M
Clients
37
37 accounts
Employees
10
Above cohort median in FL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
MIRO
Registration date
Dec 4, 2009
Principal office
2811 PONCE DE LEON BLVD., SUITE 520, CORAL GABLES, FL, 33134
Phone
305.373.8033

Assets & accounts

ADV Item 5F
Total regulatory AUM
$690.9M
Discretionary AUM
$112.5M
Non-discretionary AUM
$578.4M
Discretionary accounts
13
Non-discretionary accounts
24
Total accounts
37
AUM per client
$18.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations1$79.4M
High net worth individuals36$611.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.