ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.
Latest filing: Mar 28, 2025 (110 days ago)
AUM
$670,418,217
-20% change vs. 1 year ago
-25% change vs. 3 years ago
2% change vs. 5 years ago
-71% change vs. 10 years ago
Employee Count
5
25% change vs. 1 year ago
-82% change vs. 3 years ago
-84% change vs. 5 years ago
-75% change vs. 10 years ago
Main Office
MIAMI, FL
1111 BRICKELL AVENUE, MIAMI, FL, UNITED STATES, 33131
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.6 |
| Total | $0.7 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 36 | $0.6 |
| Average HNW AUM | $16,520,323 | |
| Retail Total | 36 | $0.6 |
| Average Retail AUM | $16,520,323 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | NEW YORK-NY-USA | $0.1 |
| MORGAN STANLEY SMITH BARNEY LLC | PURCHASE-NY-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.7 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 19% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 21% | $0.1 |
| Other Pools | 37% | $0.2 |
| Cash | 14% | $0.1 |
| Other | 4% | $0.0 |
| Total | 100% | $0.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | $29.0 | 147189 | |
| TIG ADVISORS LLC | $1.9 | 138306 | |
| ALTI WEALTH MANAGEMENT (UK) LIMITED | $0.0 | - | |
| TIEDEMANN CONSTANTIA AG | $0.0 | - | |
| LJ MANAGEMENT (SUISSE) SA | $0.0 | trust company | - |
| ALTI WEALTH MANAGEMENT (PORTUGAL) - EMPRESA DE INVESTIMENTO, S.A. | $0.0 | - | |
| ALVARIUM CI (US) LLC | $0.0 | - | |
| CRESCO CAPITAL ADVISERS LLP | $0.0 | - | |
| ALVARIUM RE (US), LLC | $0.0 | - | |
| LJ MANAGEMENT (IOM) LIMITED | $0.0 | trust company | - |
| ALTI RE LIMITED | $0.0 | - | |
| ALTI WEALTH MANAGEMENT (SINGAPORE) PTE LIMITED | $0.0 | - | |
| ALTI STRATEGIC ADVISORY (UK) LIMITED | $0.0 | broker-dealer | - |
| PRADERA LIMITED | $0.0 | - | |
| ALTI CI ADVISORS (UK) LIMITED | $0.0 | - | |
| HOLBEIN PARTNERS LLP | $0.0 | - | |
| ALTI WEALTH MANAGEMENT (SWITZERLAND) SA | $0.0 | - | |
| SOCIAL HOUSING INCOME ADVISORS LIMITED | $0.0 | - | |
| ALTI WEALTH MANAGEMENT (HONG KONG) LIMITED | $0.0 | - | |
| CASTEEL CAPITAL LLP | $0.0 | - | |
| ALVARIUM FUND MANAGERS (UK) LIMITED | $0.0 | - | |
| ALVARIUM CORE PARTNERS LLP | $0.0 | - | |
| TIEDEMANN TRUST COMPANY | $0.0 | trust company | - |
| TIEDEMANN INTERNATIONAL (SWITZERLAND) 2 AG | $0.0 | - | |
| OSPREY EQUITY PARTNERS LIMITED | $0.0 | - | |
| ALTI WEALTH MANAGEMENT (FRANCE) SAS | $0.0 | - | |
| ALTI STRATEGIC ADVISORY (US) BD, LLC | $0.0 | broker-dealer | 304839 |
| POINTWISE PARTNERS LIMITED | $0.0 | - | |
| ALVARIUM INVESTMENT ADVISORS (SUISSE) SA | $0.0 | - | |
| ALVARIUM INVESTMENT MANAGERS (UK) LLP | $0.0 | - | |
| PRADERA EUROPE LIMITED | $0.0 | - | |
| ALTI PO (PAYMENTS) LIMITED | $0.0 | - | |
| ELLORA PARTNERS LIMITED | $0.0 | broker-dealer | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| REMY, JOSE, FELIX | DIRECTOR, PRESIDENT |
| DE LA SERNA, RICARDO, CAYETANO | DIRECTOR, VP AND SECRETARY |
| LEWIS, WHITNEY, FOGLE | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER |
| GROSSMAN, JAMIE, IVAN | DIRECTOR |
| FERMIN, EDWIN, ANDRES | DIRECTOR, COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JOSE REMY | MIAMI | FL | S63|1994-12-14|S65|2003-08-02 | ||||||
| DANIEL ESPINOSA | MIAMI | FL | S65|2010-12-06 | ||||||
| RICARDO DE LA SERNA | MIAMI | FL | S65|2004-04-03 | ||||||
| LILY ARTEAGA | MIAMI | FL | S63|1999-08-30|S65|2019-05-09 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.7 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.7 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.8 | -$0.2 | -20% | 4 | 1 | 25% |
| 2023-04-04 | $1.0 | -$0.3 | -31% | 26 | -21 | -81% |
| 2022-04-01 | $0.9 | -$0.2 | -25% | 28 | -23 | -82% |
| 2021-04-05 | $0.7 | -$0.1 | -8% | 31 | -26 | -84% |
| 2020-04-01 | $0.7 | $0.0 | 2% | 31 | -26 | -84% |
| 2019-04-01 | $0.5 | $0.1 | 26% | 25 | -20 | -80% |
| 2018-04-02 | $0.5 | $0.2 | 30% | 23 | -18 | -78% |
| 2017-04-01 | $2.1 | -$1.5 | -69% | 19 | -14 | -74% |
| 2016-04-01 | $2.2 | -$1.5 | -70% | 18 | -13 | -72% |
| 2015-04-01 | $2.3 | -$1.6 | -71% | 20 | -15 | -75% |
| 2014-04-01 | $2.2 | -$1.5 | -69% | 23 | -18 | -78% |
| 2013-04-01 | $2.0 | -$1.4 | -67% | 23 | -18 | -78% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, DE-03/27/2018, FL-12/04/2009 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV