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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2024
- Office Locations
- 1
Office Locations
About Altimeter Wealth LLC
Altimeter Wealth LLC is a Charlotte, NC registered RIA led by Philip (Phil) Gleason, providing wealth management and active portfolio management for retail and institutional investors. The firm targets long-term growth by investing in public companies globally (including ADRs and foreign stocks) across market caps and sectors, with a research-driven, thematic focus on disruptive innovation and the ability to adjust or exit positions efficiently as views change.
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Owner & Executives
PHILIP ARTHUR GLEASON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, PRINCIPAL
- CRD
- #1259948
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,348,315 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,348,315 | -- |
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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 |
| Total | Available | Available |
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