ALTIUM WEALTH MANAGEMENT LLC

PURCHASE, New York·8 registered advisors·CRD# 154719
SEC# 801-717740877-780-0074
01

Firm Overview

AUM
$2.7B
Regulatory assets under management
Employees
42
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ALTIUM WEALTH MANAGEMENT LLC

8 registered advisors
Anthony John Destefano
PURCHASE, New York
Brennian L Antell
PURCHASE, New York
James John Dowling
PURCHASE, New York
James Louis Giangrande
PURCHASE, New York
Jeffrey Bart Perlmutter
PURCHASE, New York
Mitchell Scott Brill
PURCHASE, New York
Scott C Tasch
PURCHASE, New York
Todd Stewart Levy
PURCHASE, New York
05

Office Locations

PURCHASE, New York
8 advisors

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Data sourced from SEC Form ADV filings. ALTIUM WEALTH MANAGEMENT LLC (CRD# 154719) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.