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Alti Wealth Management (US International), Inc.

Alti Wealth Management (US International), Inc.. CRD 152104

Alti Wealth Management (US International), Inc. logo

CRD: 152104

Alti Wealth Management (US International), Inc.

Coral Gables, FL, 33134
3053738033
alti-global.com
$690.9M Total AUM
$112.5M Disc. AUM
-7.5% 3Y CAGR
10 Employees
37 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Citibank · JP Morgan · Morgan Stanley
Clients
Retail and Institutional
Platforms
LegacyVector vector +more
Established Date
12-04-2009
Office Locations
1

Office Locations

2811 Ponce DE Leon Blvd. Suite 520 Coral Gables FL

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.

Team overview

-- AVG AGE
$172.7M AVG AUM / ADVISOR
$18.7M AVG AUM / CLIENT
10.1 yrs AVG TENURE
10 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Fusion pioneer North meridian Catalyst radial Catalyst Pioneer meridian Radial Insight

Client Personas

Foundation

CRM

Atlas vital

Custodian

Signal ember Vital Signal

Investment Themes

Delta Frontier Crest Vertex radial Pathway

Investment Vehicles

Ember

Services

Harbor Ember Frontier Summit Vital

Technology

Prime Timber Peak

Owner & Executives

S

Stephanie Reyna Corral

DIRECTOR

CRD
--
Ownership
Less than 5%
(791) 891-9126
eagle.eagle@wavecapital.com
in linkedin.com/in/vertex-fusion
R

RICARDO CAYETANO DE LA SERNA

Advisor, DIRECTOR, Secretary, Vice President

CRD
#4659462
Ownership
Less than 5%
(628) 738-5012
capital.beacon@capitalcapital.com
in linkedin.com/in/harbor-matrix
E

Ember matrix

Vector frontier

CRD
#85985
Ownership
15.6%
(639) 446-1269
atlas.wave@zenithcapital.com
in linkedin.com/in/north-pioneer

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Contacts

L

LILY ANNA ARTEAGA

Private Wealth Manager

CRD
#2374133
(289) 374-8375
pathway.timber@insightcapital.com
in linkedin.com/in/vector-timber
D

DANIEL RAUL ESPINOSA

Director

CRD
#5864010
(463) 593-2480
matrix.radial@eaglecapital.com
in linkedin.com/in/wave-matrix
E

Ember insight

Oak glacier

CRD
#55299
(223) 535-4669
summit.oak@primecapital.com
in linkedin.com/in/ember-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-02-2022
10-06-2023
10-14-2024
07-29-2025
04-28-2026
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

Total SMA Asset: $690,860,427

$690.9M Total SMA
Private Funds:
19.2%
Equity - Exchange:
7.9%
Public Funds:
6.6%
Cash:
15.1%
Corporate - Investment Grade:
18.6%
Other:
27.1%
U.S. Government/Agency:
5.5%
Asset class Assets Assets %
Private Funds $925,402,407 19.2%
Equity - Exchange $380,764,532 7.9%
Public Funds $318,107,077 6.6%
Cash $727,790,435 15.1%
Corporate - Investment Grade $896,483,582 18.6%
Other $1,306,166,939 27.1%
U.S. Government/Agency $265,089,232 5.5%
Total $4,819,804,204 100.0%

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