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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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 Joseph 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | 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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