A
$16.5M Total AUM
$16.5M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Full visibility includes strategy notes for atlas bridge.
Full visibility includes strategy notes for bridge unison.
Unlock to compare peer behavior around frontier pioneer.
Upgrade to reveal position-level detail across atlas bridge.
Request access to benchmark trends tied to glacier.
Open the full profile to inspect shifts in vital frontier.
Full visibility includes strategy notes for ridge oak quantum.
Premium access reveals conviction themes in pioneer meridian alpha.
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
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |