Whitney Lewis is a control person of Tiedemann Advisors and directly owns under 5% of it.
Tiedemann Advisors is an investment adviser based in New York, NY, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $31 billion, as filed on 10 July 2026. Its fees, ownership and offices are on the firm’s profile.
Whitney Fogle Lewis is General Counsel and Chief Compliance Officer, U.S. Wealth Management, of AlTi Global. She provides strategic and legal guidance across the business and oversees all aspects of AlTi’s regulatory and compliance functions for U.S. Wealth Management. Previously, she was Deputy Chief Legal Officer of Carlson Capital, L.P., and began her law practice at Skadden Arps in New York City.
- CRD
- 7379056
- Firm
- Tiedemann Advisors · CRD 147189
- Role
- Chief Legal Officer, US and Chief Compliance Officer
- In role since
- May 2021 · 5 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- New York, NY
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- alti-global.com
Where does Whitney Lewis work?
Whitney Lewis has been Chief Legal Officer, US and Chief Compliance Officer of Tiedemann Advisors, LLC since May 2021, and is a control person of the firm.
How can I verify Whitney Lewis’ record?
Whitney Lewis’ role is listed on Tiedemann Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 147189.
