RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 11, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KARENIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, KAREN, CAPLANIEXECUTIVE VICE PRESIDENT CLIENT RELATIONSNA Control
ALTFEST, LEWIS, JAYIPRESIDENTNA Control
ALTFEST, LEWIS, JAYIPRESIDENTNA Control
ALTFEST, LEWIS, JAYIPRESIDENTNA Control
ALTFEST, LEWIS, JAYIPRESIDENTNA Control
ALTFEST, LEWIS, JAYIPRESIDENTNA Control
ALTFEST, LEWIS, JAYIPRESIDENTNA Control
ALTFEST, LEWIS, JAYIPRESIDENTNA Control
ALTFEST, LEWIS, JAYIPRESIDENTNA Control
ALTFEST, LEWIS, JAYIPRESIDENTNA Control
ALTFEST, LEWIS, JAYIPRESIDENTNA Control
ALTFEST, LEWIS, JAYIPRESIDENTNA Control
ALTFEST, LEWIS, JAYIPRESIDENTNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ALTFEST, LEWIS, JAYICHIEF EXECUTIVE OFFICERNA Control
ASWANI, PRAKASHICHIEF COMPLIANCE OFFICERNA
ASWANI, PRAKASHICHIEF COMPLIANCE OFFICERNA
ASWANI, PRAKASHICHIEF COMPLIANCE OFFICERNA
ASWANI, PRAKASHICHIEF COMPLIANCE OFFICERNA
ASWANI, PRAKASHICHIEF COMPLIANCE OFFICERNA
ASWANI, PRAKASHICHIEF COMPLIANCE OFFICERNA
ASWANI, PRAKASHICHIEF COMPLIANCE OFFICERNA
ASWANI, PRAKASHICHIEF COMPLIANCE OFFICERNA
ASWANI, PRAKASHICHIEF COMPLIANCE OFFICERNA
ASWANI, PRAKASHICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNIDIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNIDIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNIDIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNIDIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNIDIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNIDIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNIDIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNIDIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
VALENTINI, JOHN, NMNICHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICERNA
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST 2012 FAMILY TRUSTDEOWNERE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, LEWIS, JAYIPRESIDENTE Control
ALTFEST, ANDREWIEXECUTIVE VICE PRESIDENTB Control
ALTFEST, ANDREWIEXECUTIVE VICE PRESIDENTB Control
ALTFEST, ANDREWIEXECUTIVE VICE PRESIDENTB Control
ALTFEST, ANDREWIEXECUTIVE VICE PRESIDENTB Control
ALTFEST, ANDREWIEXECUTIVE VICE PRESIDENTB Control
ALTFEST, ANDREWIEXECUTIVE VICE PRESIDENTB Control
ALTFEST, ANDREWIEXECUTIVE VICE PRESIDENTB Control
ALTFEST, ANDREWIEXECUTIVE VICE PRESIDENTB Control
ALTFEST, ANDREWIEXECUTIVE VICE PRESIDENTB Control
ALTFEST, ANDREWIEXECUTIVE VICE PRESIDENTB Control
ALTFEST, ANDREWIEXECUTIVE VICE PRESIDENTB Control
ALTFEST, ANDREWIEXECUTIVE VICE PRESIDENTB Control
ALTFEST, ANDREWIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control
ALTFEST, ANDREW, GAMERIPRESIDENTB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control
ALTFEST, LEWIS, JAYIALTFEST 2012 FAMILY TRUSTE Control

Registrations

Federal

IA
Sep 11, 2025 REGISTERED

Notice Filings (18)

AZ CA CT FL IL LA MA MD NH NJ NV NY PA SC TX VA VT WA

Address

445 PARK AVENUE
6TH FLOOR
NEW YORK, NY 10022
United States
Phone: 212-406-0850