Altium Wealth

General Information

Company Name

Altium Wealth

Founded Year

2010

Location (Offices)

United States +1

Founders / Decision Makers

Number of Employees

Industries

Financial Services, Wealth Management

Funding Stage

Social Media

Altium Wealth - Company Profile

Altium Wealth is a wealth advisory firm based in Purchase, New York, catering to high net worth families. Established in 2010, it operates as a Registered Investment Adviser (RIA) regulated by the SEC. The company's focus on delivering personalized financial services is evident in its slogan: "Your Wealth. Our Wisdom. One Purpose." While no recent investment details are available, interested parties can find comprehensive information about Altium Wealth on their website and the Investment Adviser Public Disclosure website. It's crucial to note that any references to being a "registered investment adviser" do not imply any specific level of expertise. Overall, Altium Wealth presents itself as a reliable player in the Financial Services and Wealth Management industries, offering tailored guidance for affluent individuals and families.

Taxonomy: wealth advisory, high net worth, registered investment adviser, financial planning, investment strategy, portfolio management, financial advisory, high net worth families, SEC compliance, private wealth management, wealth preservation, investment management