L.J. ALTFEST & CO., INC.
Legal name: ALTFEST PERSONAL WEALTH MANAGEMENT
CRD #110130 SEC #801-18320 NEW YORK, NY 212-406-0850
SEC Registered Private Funds
Total AUM
$1.6B
Discretionary
$1.6B
Employees
42
Clients
--
Accounts
3,191
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.6B | $1.6B | $0 | 42 | 0 |
| Sep 2025 | $1.6B | $1.6B | $0 | 42 | 0 |
| Feb 2025 | $1.6B | $1.6B | $0 | 42 | 0 |
| Sep 2024 | $1.6B | $1.6B | $27.8M | 42 | 0 |
| Aug 2024 | $1.6B | $1.6B | $27.8M | 42 | 0 |
| May 2024 | $1.6B | $1.6B | $27.8M | 42 | 0 |
| Feb 2024 | $1.6B | $1.6B | $27.8M | 42 | 0 |
| Mar 2023 | $1.4B | $1.4B | $16.8M | 37 | 0 |
| Mar 2023 | $1.4B | $1.4B | $16.8M | 37 | 0 |
| Aug 2022 | $1.6B | $1.5B | $27.3M | 37 | 0 |
| Jul 2022 | $1.6B | $1.5B | $27.3M | 37 | 0 |
| Mar 2022 | $1.6B | $1.5B | $27.3M | 37 | 0 |
| Nov 2021 | $1.5B | $1.5B | $15.6M | 37 | 0 |
| Oct 2021 | $1.5B | $1.5B | $15.6M | 37 | 0 |
| Mar 2021 | $1.5B | $1.5B | $15.6M | 37 | 0 |
| Jun 2020 | $1.3B | $1.3B | $15M | 37 | 0 |
| Mar 2020 | $1.3B | $1.3B | $15M | 37 | 0 |
| Apr 2019 | $1.2B | $1.2B | $10M | 37 | 0 |
| Mar 2019 | $1.2B | $1.2B | $10M | 37 | 0 |
| Jun 2018 | $1.3B | $1.3B | $753K | 20 | 0 |
| Mar 2018 | $1.3B | $1.3B | $753K | 20 | 0 |
| Dec 2017 | $1.3B | $1.3B | $9.8M | 20 | 0 |
| Nov 2017 | $1.2B | $1.2B | $8.7M | 20 | 0 |
| Feb 2017 | $1.2B | $1.2B | $8.7M | 20 | 600 |
| Jan 2017 | $1.2B | $1.2B | $8.7M | 20 | 600 |
| Sep 2016 | $1.1B | $1.1B | $8.3M | 20 | 600 |
| Feb 2016 | $1.1B | $1.1B | $8.3M | 20 | 600 |
| May 2015 | $1.2B | $1.2B | $8.7M | 20 | 500 |
| Feb 2015 | $1.2B | $1.2B | $8.7M | 20 | 500 |
| May 2014 | $1.1B | $1.1B | $8.4M | 20 | 500 |
| Mar 2014 | $1.1B | $1.1B | $8.4M | 20 | 500 |
| Sep 2013 | $910.8M | $904M | $6.8M | 20 | 500 |
| Jun 2013 | $910.8M | $904M | $6.8M | 20 | 500 |
| Feb 2013 | $910.8M | $904M | $6.8M | 20 | 500 |
| Jan 2013 | $910.8M | $904M | $6.8M | 20 | 500 |
| Jan 2013 | $748.8M | $742.8M | $5.9M | 20 | 500 |
| Jan 2013 | $748.8M | $742.8M | $5.9M | 20 | 500 |
| Jan 2013 | $748.8M | $742.8M | $5.9M | 20 | 500 |
| Jul 2012 | $748.8M | $742.8M | $5.9M | 11 | 500 |
| Mar 2012 | $748.8M | $742.8M | $5.9M | 11 | 500 |
| May 2011 | $686.4M | $680.3M | $6.1M | -- | -- |
| May 2011 | $686.4M | $680.3M | $6.1M | -- | -- |
| Mar 2011 | $686.4M | $680.3M | $6.1M | -- | -- |
| Feb 2011 | $686.4M | $680.3M | $6.1M | -- | -- |
| Feb 2011 | $559M | $554.5M | $4.4M | -- | -- |
| Jan 2011 | $559M | $554.5M | $4.4M | -- | -- |
| Jul 2010 | $559M | $554.5M | $4.4M | -- | -- |
| May 2010 | $559M | $554.5M | $4.4M | -- | -- |
| Oct 2009 | $418.8M | $413.3M | $5.5M | -- | -- |
| May 2009 | $418.8M | $413.3M | $5.5M | -- | -- |
| Mar 2009 | $418.8M | $413.3M | $5.5M | -- | -- |
| Feb 2008 | $535.7M | $526.3M | $9.4M | -- | -- |
| Mar 2007 | $464.4M | $456.8M | $7.6M | -- | -- |
| Feb 2007 | $464.4M | $456.8M | $7.6M | 10 | -- |
| Mar 2006 | $349.6M | $343.3M | $6.3M | 10 | -- |
| Mar 2006 | $349.6M | $343.3M | $6.3M | 10 | -- |
| Jan 2006 | $295.2M | $286.2M | $9M | 10 | -- |
| Nov 2005 | $295.2M | $286.2M | $9M | 10 | -- |
| May 2004 | $219.5M | $210.3M | $9.2M | 10 | -- |
| May 2002 | $157M | $150M | $7M | 10 | -- |
| Sep 2001 | $129.6M | $122.4M | $7.1M | 10 | -- |
DateSep 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees42
Clients0
DateSep 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees42
Clients0
DateFeb 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees42
Clients0
DateSep 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$27.8M
Employees42
Clients0
DateAug 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$27.8M
Employees42
Clients0
DateMay 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$27.8M
Employees42
Clients0
DateFeb 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$27.8M
Employees42
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$16.8M
Employees37
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$16.8M
Employees37
Clients0
DateAug 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$27.3M
Employees37
Clients0
DateJul 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$27.3M
Employees37
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$27.3M
Employees37
Clients0
DateNov 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.6M
Employees37
Clients0
DateOct 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.6M
Employees37
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.6M
Employees37
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$15M
Employees37
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$15M
Employees37
Clients0
DateApr 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10M
Employees37
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10M
Employees37
Clients0
DateJun 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$753K
Employees20
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$753K
Employees20
Clients0
DateDec 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9.8M
Employees20
Clients0
DateNov 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$8.7M
Employees20
Clients0
DateFeb 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$8.7M
Employees20
Clients600
DateJan 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$8.7M
Employees20
Clients600
DateSep 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.3M
Employees20
Clients600
DateFeb 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.3M
Employees20
Clients600
DateMay 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$8.7M
Employees20
Clients500
DateFeb 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$8.7M
Employees20
Clients500
DateMay 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.4M
Employees20
Clients500
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.4M
Employees20
Clients500
DateSep 2013
Total AUM$910.8M
Discretionary$904M
Non-Disc.$6.8M
Employees20
Clients500
DateJun 2013
Total AUM$910.8M
Discretionary$904M
Non-Disc.$6.8M
Employees20
Clients500
DateFeb 2013
Total AUM$910.8M
Discretionary$904M
Non-Disc.$6.8M
Employees20
Clients500
DateJan 2013
Total AUM$910.8M
Discretionary$904M
Non-Disc.$6.8M
Employees20
Clients500
DateJan 2013
Total AUM$748.8M
Discretionary$742.8M
Non-Disc.$5.9M
Employees20
Clients500
DateJan 2013
Total AUM$748.8M
Discretionary$742.8M
Non-Disc.$5.9M
Employees20
Clients500
DateJan 2013
Total AUM$748.8M
Discretionary$742.8M
Non-Disc.$5.9M
Employees20
Clients500
DateJul 2012
Total AUM$748.8M
Discretionary$742.8M
Non-Disc.$5.9M
Employees11
Clients500
DateMar 2012
Total AUM$748.8M
Discretionary$742.8M
Non-Disc.$5.9M
Employees11
Clients500
DateMay 2011
Total AUM$686.4M
Discretionary$680.3M
Non-Disc.$6.1M
Employees--
Clients--
DateMay 2011
Total AUM$686.4M
Discretionary$680.3M
Non-Disc.$6.1M
Employees--
Clients--
DateMar 2011
Total AUM$686.4M
Discretionary$680.3M
Non-Disc.$6.1M
Employees--
Clients--
DateFeb 2011
Total AUM$686.4M
Discretionary$680.3M
Non-Disc.$6.1M
Employees--
Clients--
DateFeb 2011
Total AUM$559M
Discretionary$554.5M
Non-Disc.$4.4M
Employees--
Clients--
DateJan 2011
Total AUM$559M
Discretionary$554.5M
Non-Disc.$4.4M
Employees--
Clients--
DateJul 2010
Total AUM$559M
Discretionary$554.5M
Non-Disc.$4.4M
Employees--
Clients--
DateMay 2010
Total AUM$559M
Discretionary$554.5M
Non-Disc.$4.4M
Employees--
Clients--
DateOct 2009
Total AUM$418.8M
Discretionary$413.3M
Non-Disc.$5.5M
Employees--
Clients--
DateMay 2009
Total AUM$418.8M
Discretionary$413.3M
Non-Disc.$5.5M
Employees--
Clients--
DateMar 2009
Total AUM$418.8M
Discretionary$413.3M
Non-Disc.$5.5M
Employees--
Clients--
DateFeb 2008
Total AUM$535.7M
Discretionary$526.3M
Non-Disc.$9.4M
Employees--
Clients--
DateMar 2007
Total AUM$464.4M
Discretionary$456.8M
Non-Disc.$7.6M
Employees--
Clients--
DateFeb 2007
Total AUM$464.4M
Discretionary$456.8M
Non-Disc.$7.6M
Employees10
Clients--
DateMar 2006
Total AUM$349.6M
Discretionary$343.3M
Non-Disc.$6.3M
Employees10
Clients--
DateMar 2006
Total AUM$349.6M
Discretionary$343.3M
Non-Disc.$6.3M
Employees10
Clients--
DateJan 2006
Total AUM$295.2M
Discretionary$286.2M
Non-Disc.$9M
Employees10
Clients--
DateNov 2005
Total AUM$295.2M
Discretionary$286.2M
Non-Disc.$9M
Employees10
Clients--
DateMay 2004
Total AUM$219.5M
Discretionary$210.3M
Non-Disc.$9.2M
Employees10
Clients--
DateMay 2002
Total AUM$157M
Discretionary$150M
Non-Disc.$7M
Employees10
Clients--
DateSep 2001
Total AUM$129.6M
Discretionary$122.4M
Non-Disc.$7.1M
Employees10
Clients--