Alpine Private Wealth logo

Alpine Private Wealth

Updated today

Client AUM

$1,376,249,576

Clients

265

Advisors

4

across 2 offices

About

Alpine Private Wealth provides investment advisory and financial planning to private wealth clients, including individuals, high‑net‑worth clients, charitable organizations, pension and profit‑sharing plans, and businesses. The firm offers continuous discretionary Investment Supervisory Services, non‑discretionary consulting, and optional family‑office services such as bill‑paying and broader wealth management support.

APW builds client portfolios largely through a sub‑adviser model: it retains its affiliated investment manager, Alpine Capital Research (ACR), to manage core long‑only, multi‑capitalization equity strategies and uses a non‑affiliated manager for its core fixed‑income strategy, with ongoing due diligence and quarterly oversight of sub‑advisers. Investment recommendations are tailored to client goals, time horizons, risk tolerance and tax considerations, and clients receive periodic performance reporting and access to fund documents for affiliated ACR mutual and private funds.

The firm is distinctive for managing approximately $1.45 billion in discretionary assets with a small advisory team of four, yielding a higher AUM per advisor than most peers. APW is also closely integrated with affiliated entities (AIM and ACR) and participates in affiliated fund activity—APW and affiliated general partners are involved with ACR mutual and private funds and receive limited revenue sharing from ACR—relationships the brochure discloses and that APW oversees through its code of ethics, disclosure practices, and sub‑adviser supervision.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Executive Founder/Business Owner

Demographic focus

Established Professionals

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Fee options

Fixed

Family office services may include flat fees negotiated based on overall services rendered

Percentage

$0 - $10,000,000: up to 0.65% $10,000,001 - $20,000,000: up to 0.60% $20,000,001+: up to 0.55%

Other

Account minimum: $5,000,000 Fee-only: Wealth advisory fees up to 1.00% (Equity), 0.75% (Fixed), 0.75% (Mutual Funds & Limited Partnerships); fees are negotiable and may be lowered or waived; consulting fees on non-discretionary assets 0.10%-0.20%; flat fees for family office services

Main office

See office

190 Carondelet Plaza, Suite 1300

Saint Louis MO 63105

Advisors at this office

3

Most active in

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

Also doing business as

Alpine Private Capital · Alpine Private Capital, LLC · Alpine Private Wealth

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 25 years of experience in the financial industry. He is currently a managing director at Alpine Private Wealth, where he has worked since 2017. His prior experience includes roles at J.P. Morgan Securities, Merrill, Banc of America Investment Services, and Fidelity. Alpine Private Wealth provides investment advisory and financial planning services to private wealth clients, including individuals, charitable organizations, and pension plans. The firm uses a sub-adviser model for portfolio management and offers discretionary and non-discretionary services, with a focus on tailored investment recommendations and comprehensive wealth management support.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Established Professionals
user avatar

Sean T

Series 66

Saint Louis, MO

Alpine Private Wealth

Sean Toohey is a financial advisor at Alpine Private Wealth in Saint Louis, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Cetera Advisor Networks, Renaissance Financial Corp, and TD Ameritrade. Alpine Private Wealth provides investment advisory and financial planning services to private wealth clients, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a sub-adviser model to build client portfolios and offers discretionary investment supervisory services, consulting, and family-office support.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Established Professionals
user avatar

Brett R

CFA®, Series 63, Series 66

Saint Louis, MO

Alpine Private Wealth

Brett Rufkahr is a CFA® charterholder with 16 years of industry experience, currently serving at Alpine Private Wealth in Saint Louis, MO. He has held roles at Alpine Private Capital, LLC, IMST Distributors, LLC, Alpine Investment Management, LLC, and Merrill. Outside of financial advisory, he is a co-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 financial planning services to private wealth clients, including individuals, charitable organizations, and pension plans. The firm employs a sub-adviser model for portfolio management and offers discretionary investment supervisory services alongside optional family-office support.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Established Professionals
user avatar

Brian Y

CFA®, Series 63

Saint Louis, MO

Alpine Private Wealth

Brian Yost is a CFA® charterholder with six years of experience at Alpine Private Wealth and over 20 years of prior experience at Bank of America Private Bank. He holds the Series 63 designation and previously worked at IMST Distributors, LLC. Outside of his advisory role, 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 the Fly Fishers at the Crossing group. Alpine Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and businesses. The firm primarily builds client portfolios through a sub-adviser model and offers continuous discretionary and non-discretionary services, including optional family-office support.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Established Professionals
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