ALTRUITY WEALTH

ALTRUITY WEALTH is an SEC-registered investment adviser (CRD 292799). Regulatory assets under management: $37.9M.

Registration

• CRD: 292799
• Type: Registered investment adviser
• Phone: 312-213-2864
• Latest filing: 2026-07-22
• Regulatory AUM: $37.9M
• Discretionary AUM: $37.9M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292799 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search