{"url":"https://nivawealth.com/firms/altruist-advisors-340784","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/340784","regulatoryAum":190000000,"crd":"340784","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6938932","suffix":null,"lastName":"KOBILKA","firstName":"AUSTIN","middleName":"TAYLOR"},{"crd":"6927285","suffix":null,"lastName":"LAINE","firstName":"CAMERON","middleName":"MACGREGOR"},{"crd":"1244072","suffix":null,"lastName":"LAINE","firstName":"MICHAEL","middleName":null},{"crd":"7596186","suffix":null,"lastName":"Monteith","firstName":"Colin","middleName":null},{"crd":"6055276","suffix":null,"lastName":"WEBB","firstName":"COLEMAN","middleName":"ANDREW"},{"crd":"5509595","suffix":null,"lastName":"WHITE","firstName":"WESLEY","middleName":"MICHAEL"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136088","legalName":"Altruist Advisors LLC","displayName":"Altruist Advisors","slug":"altruist-advisors-340784","website":"https://altruist.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/340784/73b7925b44bcd8ed-r1.webp","tone":"light","width":732,"height":200,"sourceUrl":"https://altruist.com","sourceLabel":"Altruist Advisors LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://linkedin.com/company/altruistcorp","xUrl":"https://twitter.com/altruist","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3030 S La Cienega BLVD","city":"Culver City","state":"CA","stateName":"California","country":"United States","postalCode":"90232"},"tradeNames":["Crosswater Capital Partners","Eagle Nest Wealth","Laine Wealth Management","Patriot Wealth Management Inc."],"registration":{"secApproved":"26 May 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":774590.1639344263,"staff":{"employees":20,"advisory":6,"brokerDealerReps":8,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":190000000,"discretionary":190000000,"discretionaryAccounts":245,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":184,"regulatoryAum":62000000},{"label":"High-net-worth individuals","clients":60,"regulatoryAum":127000000},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":1000000}],"feePrograms":[{"role":"main","program":"Advisory Fee","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058942","versionId":1058942,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-09-24","documentName":"ALTRUIST ADVISORS - 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Altruist Advisors offer?","answer":"Altruist Advisors provides financial planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Altruist Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Altruist Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Altruist Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Altruist Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Altruist Advisors?","answer":"Altruist Advisors’ direct owner is Altruist Corp (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Altruist Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Altruist Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}