Alpine Private Wealth logo

Alpine Private Wealth

Updated today

Client assets under management

$1,376,249,576

Clients

265

78% high-net-worth

Advisors

4

of 20 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

66

Typical

Average account size

$5,193,395

About

Alpine Private Wealth provides discretionary investment management and wealth planning to private wealth clients, including individual and high-net-worth investors, as well as select institutional and family-office clients. The firm manages client portfolios on a percentage-of-assets basis and reports approximately $1.45 billion in discretionary assets across roughly 265 client relationships.

The firm delegates portfolio management across in-house and outsourced managers, using its affiliated adviser, Alpine Capital Research (ACR), for core equity strategies and a non‑affiliated sub‑advisor for its core fixed‑income strategy. APW offers long‑only, multi‑capitalization equity separate accounts, access to ACR mutual funds and private funds, and conducts ongoing due diligence and quarterly oversight of sub‑advisers.

Notably, APW operates within an affiliated structure: ACR and APW are under common ownership and APW’s affiliates serve as general partners of certain private funds, receiving revenue sharing and other compensation from ACR Funds. While APW itself does not charge performance‑based fees, its affiliated entities may earn management and performance fees for the ACR Private Funds, a relationship APW discloses and manages through its Code of Ethics and supervisory procedures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Occupation focus

Executive Founder/Business Owner

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Fee options

Fixed

Family Office Services may be flat fees, negotiated based on services rendered

Percentage

$0 - $10 million: 0.60% (Core Separate Accounts - Equity) $10 million - $20 million: 0.45% (Core Separate Accounts - Equity) $20 million+: 0.35% (Core Separate Accounts - Equity) $0 - $10 million: 0.35% (Core Separate Accounts - Fixed) $10 million - $20 million: 0.30% (Core Separate Accounts - Fixed) $20 million+: 0.25% (Core Separate Accounts - Fixed) $0 - $10 million: 0.35% (Mutual Funds & Limited Partnerships) $10 million - $20 million: 0.30% (Mutual Funds & Limited Partnerships) $20 million+: 0.25% (Mutual Funds & Limited Partnerships)

Other

Account minimum: $3,000,000 Minimum fee: $18,000 minimum annual fee Fee-only: Wealth Planning Fee of $333/month ($4,000/year) for Emerging Wealth Clients, phased out between $2,000,000 and $3,000,000 AUM

Main office location

Alpine Private Wealth

190 Carondelet Plaza, Suite 1300

Saint Louis MO 63105, United States

Number of offices

3

Most active in

Arizona · California · Colorado · Florida · Illinois · Louisiana · Missouri · Nebraska · New York · North Carolina · Oregon · Rhode Island · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael S

CFP®, Series 63, Series 66

Santa Rosa Beach, FL

Alpine Private Wealth

Michael Stanton is a CFP® with 24 years of experience in financial advisory services. He has been with Alpine Private Wealth since 2017 and previously worked at IMST Distributors, LLC and Alpine Investment Management, LLC. Stanton serves as Managing Director at Alpine Private Capital, focusing on high net worth client management. Alpine Private Wealth provides investment advisory and wealth management services to a range of private wealth clients, including individuals, charitable organizations, and corporate clients. The firm employs a discretionary portfolio management approach supported by both affiliated and non-affiliated sub-advisers and manages approximately $1.227 billion in assets.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Sean T

Series 66

Saint Louis, MO

Alpine Private Wealth

Sean Toohey is a financial advisor at Alpine Private Wealth with four years of industry experience. He holds the Series 66 designation and has worked previously at Cetera Advisor Networks, Renaissance Financial Corp, and TD Ameritrade. Alpine Private Wealth provides investment advisory and wealth management services to individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm primarily manages client portfolios through discretionary mandates and a sub-adviser model, combining affiliated and non-affiliated sub-advisers to implement core strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Brett R

CFA®, Series 63, Series 66

Saint Louis, MO

Alpine Private Wealth

Brett Rufkahr is a CFA® charterholder with 15 years of industry experience and currently serves at Alpine Private Wealth. He has held roles at Alpine Private Capital, LLC, IMST Distributors, LLC, and Alpine Investment Management, LLC. Outside of his advisory work, he is the owner of Pottery Hollow, Inc., a chain of pottery painting and crafts stores, and chairs the Executive Advisory Board at Saint Louis University’s John Cook School of Business. Alpine Private Wealth provides investment advisory and wealth management services to individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm uses a discretionary portfolio management approach supported by both affiliated and non-affiliated sub-advisers and offers access to affiliated mutual and private funds.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Brian Y

CFA®, Series 63

Saint Louis, MO

Alpine Private Wealth

Brian Yost is a CFA® charterholder with five years of industry experience, currently serving as a managing director at Alpine Private Capital, LLC. His prior experience includes roles at IMST Distributors, LLC and Bank of America Private Bank, where he worked for two decades. Outside of finance, he is a managing member of a hair salon business and serves on the board of the Fellowship of Christian Athletes, as well as treasurer for a local fly fishing group. Alpine Private Wealth provides investment advisory and wealth management services to private wealth clients, including individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm manages portfolios primarily through discretionary mandates and a sub-adviser model, offering access to affiliated and non-affiliated investment vehicles and employing a formal due diligence and review process.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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