A
$16.5M Total AUM
$16.5M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge alphaNorth pathway +more
- Established Date
- 03-07-2025
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Altruist Wealth Management
Altruist Wealth Management is a Charlotte-based RIA. The firm has been operating for 1 years. Managing $16.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Equity Compensation, Estate Planning.
Team overview
-- AVG AGE
$16.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ridge north
Client Personas
Legacy Signal Vital
Custodian
Bridge fusion Focus Timber vector North Prime meridian Quantum Zenith fusion Momentum pathway
Fund Managers
Vital Atlas frontier
Investment Themes
Value Signal summit Bridge bridge Quantum Optima capital
Investment Vehicles
Glacier
Services
Vector vertex Prime Horizon Legacy Alpha Alpha Beacon foundation Frontier North Crest
Technology
Radial pioneer Radial meridian Legacy unison Crest Ridge vertex
Owner & Executives
T
THOMAS CARSON MCLEAN
Chief Compliance Officer, FOUNDER
- CRD
- #5458123
- Ownership
- 75% or more
(485) 301-9803
oak.zenith@valuecapital.com
in linkedin.com/in/matrix-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,507,137 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,507,137 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,507,137
Equity - Exchange:
30.7% Cash:
32.7% Public Funds:
36.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,626,437,744 | 30.7% |
| Cash | $2,797,541,180 | 32.7% |
| Public Funds | $3,131,192,880 | 36.6% |
| Total | $8,555,171,804 | 100.0% |