Altfest Personal Wealth Management Review


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Altfest Personal Wealth Management, federally registered in 1983, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 1 advisors. Altfest Personal Wealth Management manages $1.3 billion and provides investment advisory services for 593 clients (1:593 advisor/client ratio).

Altfest Personal Wealth Management requires a $1,000,000 minimum investment.

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Managed Investing


Feature Value
Minimum Investment $1,000,000
Average Account AUM $2,259,241
Hybrid Advisor No
Disciplinary History No
Total AUM $1.3 billion
Advisor / Client Ratio 1:593
Headquarters New York, NY
SEC Filings Forms and Brochures


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