$37.9M Total AUM
$37.9M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BMO Harris ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-06-2018
- Office Locations
- 1
Office Locations
-- Palatine IL
About Altruity Wealth
Altruity Wealth is a fee-only fiduciary RIA in Palatine, IL focused on guiding clients with newly acquired wealth and those building toward long-term financial goals. The firm provides financial planning and portfolio construction, managing assets cost-effectively with an ETF-heavy approach alongside cash and U.S. government/agency bonds. Custody includes Charles Schwab and the team uses iRebal.
Team overview
58 AVG AGE
$37.9M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Services
Available
Technology
Available
Owner & Executives
S
Steven R. Peshek
Chief Compliance Officer, INVESTMENT ADVISOR, President
- CRD
- #6911828
- Ownership
- 75% or more
Available
Available
Available
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 | $37,882,547 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,882,547 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing