Altruist Advisors provides financial planning.
Altruist Advisors reports 244 clients. They include 184 individual clients and 60 high-net-worth individuals. Of its assets, 100.0% ($190M across 245 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 33% |
| High-net-worth individuals | 25% | 67% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 184 | $62M | 32.6% | $337K |
| High-net-worth individuals | 60 | $127M | 66.8% | $2.12M |
| Charitable organizations | Fewer than 5 | $1M | 0.5% | — |
| Total | 244 | $190M | 100% | — |
- Clients
- 184
- Regulatory AUM
- $62M
- AUM share
- 32.6%
- Avg. per client
- $337K
- Clients
- 60
- Regulatory AUM
- $127M
- AUM share
- 66.8%
- Avg. per client
- $2.12M
- Clients
- Fewer than 5
- Regulatory AUM
- $1M
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 244
- Regulatory AUM
- $190M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Altruist Advisors charges up to 2.50% a year for its Advisory Fee. The fee is billed in arrears and is negotiable.
Fee details and sources
Altruist Corp owns 75% or more of Altruist Advisors. The leadership team of Altruist Advisors includes Chief Compliance Officer Calli Singleton. It has 20 employees, 6 of them in advisory roles.
Staff
- 20 employees
- 6 in advisory functions
- 3 state-registered reps
- 8 broker-dealer reps
- Owns 75% or more of Altruist Advisors LLC
Altruist Corp
Control person · since February 2026
Besides its headquarters, Altruist Advisors has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 3030 S La Cienega BLVD, Culver CityHQ
Other business names
Altruist Advisors has reported 4 other business names to the SEC.
- Crosswater Capital Partners
- Eagle Nest Wealth
- Laine Wealth Management
- Patriot Wealth Management Inc.
Contact and registration details
- Legal name
- Altruist Advisors LLC
- Headquarters
- 3030 S La Cienega BLVD, Culver City, CA 90232
- Website
- altruist.com
- Phone
- 202-494-0435
- @altruistcorp
- SEC file
- 801-136088
- Structure
- Delaware LLC
- Fiscal year end
- December
Altruist Advisors’ named custodian for separately managed accounts is Altruist ($1M). Altruist Advisors has custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $1M100%
At year end, Altruist Advisors’ separately managed accounts were mostly in stocks (80%).
What the accounts hold
- Stocks80%
- Cash5%
- Other15%
- Fixed income - specific asset-type breakdown unavailable.as of the reporting date, security-level information was not available to allocate this amount among u.s. government/agency bonds, u.s. state and local bonds, sovereign bonds, investment grade corporate bonds, and non-investment grade corporate bonds. the amount is therefore reported in other solely to reflect the current data limitation and is not intended to characterize the assets as a separate non-fixed-income asset class. the allocati15%
How many clients does Altruist Advisors have?
Altruist Advisors has 244 clients and manages $190 million for them, as of September 2026. They include 184 individual clients and 60 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Altruist Advisors offer?
Altruist Advisors provides financial planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Altruist Advisors charge?
Altruist Advisors charges up to 2.50% a year for its Advisory Fee. The fee is billed in arrears and is negotiable.
Source: ALTRUIST ADVISORS - BROCHURE, filed 24 September 2026
Which custodians does Altruist Advisors use?
Altruist Advisors’ separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does Altruist Advisors have?
Altruist Advisors has 3 investment adviser representatives registered with state securities authorities, out of 20 employees, and 6 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 0 employees are 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 Altruist Advisors invest in?
At the end of its last fiscal year, Altruist Advisors’ separately managed accounts held 80% exchange-traded equities, 15% other and 5% cash and equivalents. The 15% other category is described as: Fixed Income - Specific Asset-Type Breakdown Unavailable.as of the Reporting Date, Security-Level Information Was Not Available to Allocate This Amount Among U.S. Government/Agency Bonds, U.S. State and Local Bonds, Sovereign Bonds, Investment Grade Corporate Bonds, and Non-Investment Grade Corporate Bonds. the Amount Is Therefore Reported in Other Solely to Reflect the Current Data Limitation and Is Not Intended to Characterize the Assets As A Separate Non-Fixed-Income Asset Class. the Allocati.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Altruist Advisors?
Altruist Advisors’ direct owner is Altruist Corp (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Altruist Advisors get paid?
Altruist Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Altruist Advisors?
Altruist Advisors’ main office is at 3030 S La Cienega BLVD, Culver City, CA 90232. Its phone number is 202-494-0435. Its website is altruist.com.