AlTi Wealth Management (US International) provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
AlTi Wealth Management (US International) reports 37 clients. They include 36 high-net-worth individuals and 1 charitable organization. Of its assets, 16.3% ($112M across 13 accounts) are managed with discretion; $578M across 24 accounts are not. Of its clients, 88% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 97% | 89% |
| Charitable organizations | 3% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 36 | $611M | 88.5% | $17M |
| Charitable organizations | 1 | $79.4M | 11.5% | $79.4M |
| Total | 37 | $691M | 100% | $18.7M |
- Clients
- 36
- Regulatory AUM
- $611M
- AUM share
- 88.5%
- Avg. per client
- $17M
- Clients
- 1
- Regulatory AUM
- $79.4M
- AUM share
- 11.5%
- Avg. per client
- $79.4M
Total
- Clients
- 37
- Regulatory AUM
- $691M
- AUM share
- 100%
- Avg. per client
- $18.7M
- Clients outside the U.S.
- 88%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
AlTi Wealth Management (US International) charges up to 1.00% a year for its Management Fee. The fee is billed in arrears, is negotiable and requires an account of at least $10,000,000.
Fee details and sources
Alti Wealth & Capital Solutions Holdings, LLC owns 75% or more of AlTi Wealth Management (US International) and is in turn owned by Alti Global Holdings, LLC (75% or more). The leadership team of AlTi Wealth Management (US International) includes President Jose Remy and Chief Compliance Officer Whitney Lewis. It has 10 employees, 4 of them in advisory roles.
Leadership
- Jose RemyDirector, President
Whitney LewisChief Legal Officer, US and Chief Compliance Officer- Stephanie CorralDirector
- Ricardo De La SernaDirector, VP and Secretary
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Alti Wealth Management (US International), Inc.
Alti Wealth & Capital Solutions Holdings, LLC
Control person · since August 2024
- Owns 75% or more of Alti Wealth & Capital Solutions Holdings, LLC
Alti Global Holdings, LLC
Control person · since January 2023
- Owns 75% or more of Alti Wealth Management (US International), Inc.
Alti Wealth & Capital Solutions
Control person · since August 2024
- Owns 75% or more of Alti Wealth Management (US International), Inc.
Alti Global Capital, LLC
Control person · since January 2023
- Owns 50% to 75% of Alti Global Capital, LLC
Alti Global, Inc.
Control person · since January 2023
AlTi Wealth Management (US International)’s regulatory assets went from $725M (April 2021) to $691M (April 2026); clients fell from 40 to 37 and employees from 31 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $691M | 37 | 10 | 1 |
| July 2025 | $670M | 37 | 5 | 1 |
| May 2024 | $840M | 39 | 4 | 1 |
| April 2023 | $966M | 53 | 26 | 1 |
| March 2022 | $895M | 53 | 28 | 1 |
| April 2021 | $725M | 40 | 31 | 1 |
Besides its headquarters, AlTi Wealth Management (US International) has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 2811 Ponce De Leon BLVD., Suite 520, Coral GablesHQ
Contact and registration details
- Legal name
- Alti Wealth Management (US International), Inc.
- Headquarters
- 2811 Ponce De Leon BLVD., Suite 520, Coral Gables, FL 33134
- Website
- alti-global.com
- Phone
- 305-373-8033
- SEC file
- 801-70809
- Structure
- Delaware corporation
- Fiscal year end
- December
AlTi Wealth Management (US International) uses J.P. Morgan ($111M, 42%), Morgan Stanley ($80.6M, 30%) and Citigroup Global Markets ($75.9M, 28%) as custodians for its separately managed accounts. AlTi Wealth Management (US International) does not have custody of client assets.
- Citigroup Global MarketsCitigroup Global Markets Inc. · New York, NY · $75.9M28%
- Morgan StanleyMorgan Stanley Smith Barney LLC · Miami, NY · $80.6M30%
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $111M42%
At year end, AlTi Wealth Management (US International)’s separately managed accounts were mostly in funds (57%) and stocks (20%).
What the accounts hold
- Stocks20%
- Funds57%
- Pooled vehicles38%
- Registered funds19%
- Bonds5%
- Investment grade corporate bonds4%
- U.S. government and agency bonds1%
- Cash14%
- Other4%
- Other includes real estate direct investment and balanced funds.4%
How many clients does AlTi Wealth Management (US International) have?
AlTi Wealth Management (US International) has 37 clients and manages $691 million for them, as of April 2026. They include 36 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 April 2026
What services does AlTi Wealth Management (US International) offer?
AlTi Wealth Management (US International) provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does AlTi Wealth Management (US International) charge?
AlTi Wealth Management (US International) charges up to 1.00% a year for its Management Fee. The fee is billed in arrears, is negotiable and requires an account of at least $10,000,000.
Source: ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. ADV PART 2A BROCHURE, filed 30 March 2026
Which custodians does AlTi Wealth Management (US International) use?
AlTi Wealth Management (US International)’s separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $111M, Morgan Stanley Smith Barney LLC (Miami, NY), with $80.6M and Citigroup Global Markets Inc. (New York, NY), with $75.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 April 2026
How many financial advisors does AlTi Wealth Management (US International) have?
AlTi Wealth Management (US International) has 4 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does AlTi Wealth Management (US International) invest in?
At the end of its last fiscal year, AlTi Wealth Management (US International)’s separately managed accounts held 38% pooled vehicles (private funds and similar), 20% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 14% cash and equivalents, 4% investment grade corporate bonds, 4% other and 1% U.S. government and agency bonds. The 4% other category is described as: Other Includes Real Estate Direct Investment and Balanced Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does AlTi Wealth Management (US International) have a minimum investment?
Yes, AlTi Wealth Management (US International)’s minimum account size for its Management Fee is $10M.
Source: ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. ADV PART 2A BROCHURE, filed 30 March 2026
Who owns AlTi Wealth Management (US International)?
AlTi Wealth Management (US International) is owned through holding companies by Alti Global Holdings, LLC and Alti Global, Inc. Its direct owners are Alti Wealth & Capital Solutions Holdings, LLC (75% or more), Alti Wealth & Capital Solutions (75% or more) and Alti Global Capital, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 April 2026
How does AlTi Wealth Management (US International) get paid?
AlTi Wealth Management (US International) is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is AlTi Wealth Management (US International) registered with the SEC?
Yes, AlTi Wealth Management (US International) has been registered with the SEC as an investment adviser since 4 December 2009. Its CRD number is 152104 and its SEC file number is 801-70809.
Source: Form ADV Part 1A, Item 1, filed 28 April 2026; IAPD firm record
How do I contact AlTi Wealth Management (US International)?
AlTi Wealth Management (US International)’s main office is at 2811 Ponce De Leon BLVD., Suite 520, Coral Gables, FL 33134. Its phone number is 305-373-8033. Its website is alti-global.com.