ALTIUM WEALTH MANAGEMENT LLC
CRD #154719 SEC #801-71774 PURCHASE, NY 877-780-0074
SEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
Employees
42
Clients
101
Accounts
3,019
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Mar 25, 2022 REGISTERED
Notice Filings (17)
AZ CA CT FL GA IL MA MD NC NE NH NJ NY PA SC TX VA
Address
2500 WESTCHESTER AVE.SUITE 210
PURCHASE, NY 10577
United States
Phone: 877-780-0074