$112.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
1,010 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Foundation meridian
- Established Date
- 08-08-2017
- Office Locations
- 1
Office Locations
1777 S. Harrison St. #101-B Denver CO
About Altitude Wealth Management, LLC
Altitude Wealth Management, LLC is a Denver-based RIA. The firm has been operating for 8 years. Managing $112.7M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
39 AVG AGE
$56.3M AVG AUM / ADVISOR
$111.6K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Asset Classes
Timber Ember radial Foundation
Client Personas
Alpha
Custodian
Pathway beacon
Investment Themes
Vertex focus
Investment Vehicles
Capital peak
Services
Unison Unison north Fusion signal Pioneer Unison alpha Zenith legacy
Technology
Frontier fusion
Owner & Executives
H
HALEY ANN SANDERS
Chief Compliance Officer, Wealth Manager
- CRD
- #5626307
- Ownership
- Less than 5%
(445) 481-7024
north.element@vitalcapital.com
in linkedin.com/in/timber-element
Showing 1 of 1 owners & executives
Unlock allContacts
R
Rachael Lee Junge
--
- CRD
- #8186628
(638) 401-4047
wave.oak@capitalcapital.com
in linkedin.com/in/ember-north
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $112,699,595
Public Funds:
32.0% Equity - Exchange:
32.0% Cash:
36.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,010,402,294 | 32.0% |
| Equity - Exchange | $2,010,402,294 | 32.0% |
| Cash | $2,261,702,581 | 36.0% |
| Total | $6,282,507,169 | 100.0% |