CRD: 152104
Alti Wealth Management (US International), Inc.
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Request a Free TrialFirm Details
- Custodian
- Citibank · JP Morgan · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-04-2009
- Office Locations
- 13
Office Locations
About Alti Wealth Management (US International), Inc.
AlTi Tiedemann Global delivers multi-family office wealth management and OCIO services, pairing global portfolio design with family-office personalization to align capital with clients’ goals and values. Serves individuals, families, and entrepreneurs across borders and generations, with access to public funds, ETFs, and private funds. Recognized as Family Office of the Year 2024.
Reported data analysis
What the numbers show
Between July 29, 2025 and April 28, 2026, reported AUM increased 3.0%, from $670.4M to $690.9M.
Across 5 reported observations, AUM decreased 22.8% between December 2, 2022 and April 28, 2026, from $895.4M to $690.9M.
Of the latest reported AUM, 16.3% is discretionary and 83.7% is non-discretionary.
The firm reports 4 advisory representatives and 37 clients, or 9.3 clients per representative. That equates to $18.7M in reported AUM per client.
The profile lists 13 reported office locations and 16 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Alti Wealth Management (US International), Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Stephanie Reyna Corral
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
RICARDO CAYETANO DE LA SERNA
Advisor, DIRECTOR, Secretary, Vice President
- CRD
- #4659462
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Steve Aucamp
Managing Director
- CRD
- --
Matteo Baiocchi
Portfolio Manager
- CRD
- --
Showing 2 of 39 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,488,172 | $8,652,936 |
| Non-Discretionary | $578,372,255 | $24,098,844 |
| Total | $690,860,427 | $18,671,903 |
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Separately Managed Accounts
SMA allocation detail is available
Alti Wealth Management (US International), Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.