CRD: 288529
Altitude Wealth Management, LLC
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-08-2017
- Office Locations
- 1
Office Locations
About Altitude Wealth Management, LLC
Altitude Wealth Management, LLC is a Denver-based RIA. The firm has been operating for 9 years. Managing $112.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 1,010 clients, or 1,010 clients per representative. That equates to $111.6K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on July 29, 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
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Altitude Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HALEY ANN SANDERS
Chief Compliance Officer, Wealth Manager
- CRD
- #5626307
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $112,699,595 | -- |
| Total | $112,699,595 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Altitude Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.