Alpine Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Demographic focus
Fee options
Family office services may include flat fees negotiated based on overall services rendered
$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%
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 office190 Carondelet Plaza, Suite 1300
Saint Louis MO 63105
Advisors at this office
3
Offices (2)
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
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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