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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-02-1983
- Office Locations
- 4
Office Locations
About Altfest Personal Wealth Management
Altfest Personal Wealth Management is a New York-based, fee-only fiduciary RIA providing personalized financial planning and discretionary investment management for individuals and families. The team brings over four decades of experience and has been recognized by Barron’s, the Financial Times, and Bloomberg. Portfolios emphasize asset allocation using mutual funds/ETFs, fixed income, and select alternatives, with custody commonly at Schwab.
Reported data analysis
What the numbers show
Between September 11, 2025 and March 4, 2026, reported AUM increased 10.8%, from $1.6B to $1.8B.
Across 5 reported observations, AUM increased 15.6% between August 5, 2022 and March 4, 2026, from $1.6B to $1.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 19 advisory representatives and 695 clients, or 36.6 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 4 reported office locations and 43 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ANDREW GAMER ALTFEST
President, Wealth Advisor
- CRD
- #6316746
- Ownership
- 10% but less than 25%
KAREN CAPLAN ALTFEST
Financial Advisor, General Partner
- CRD
- #4667780
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Christian J DiRusso
Financial Advisor, General Partner
- CRD
- #7834371
DANIEL J DUCA
Advisor
- CRD
- #4982160
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,798,317,121 | $572,895 |
| Non-Discretionary | $0 | -- |
| Total | $1,798,317,121 | $572,895 |
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Separately Managed Accounts
SMA allocation detail is available
Altfest Personal Wealth Management has reported separately managed account data across 11 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Altfest Personal Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.