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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-17-2017
- Office Locations
- 5
Office Locations
About Alpine Private Wealth
Alpine Private Wealth is an SEC-registered RIA based in St. Louis with a Florida office, serving retail and institutional clients including entrepreneurs. The firm provides wealth planning and portfolio construction with a risk-management focus. Portfolios are predominantly ETF-based, complemented by public funds, municipal bonds, cash, and select private placements. Custody includes Charles Schwab.
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Owner & Executives
BRETT ALAN RUFKAHR
President, Wealth Advisor
- CRD
- #1921536
- Ownership
- Less than 5%
JOSEPH FRANCIS STOWELL III
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRETT ALAN RUFKAHR
President, Wealth Advisor
- CRD
- #1921536
MICHAEL PHILIP STANTON
Managing Director
- CRD
- #4227834
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,453,478,904 | $4,927,047 |
| Non-Discretionary | $0 | -- |
| Total | $1,453,478,904 | $4,927,047 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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