Alti Wealth Management (US International), Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$611,421,050
Clients
36
Advisors
3
of 10 employees
About
AlTi Wealth Management (US International), Inc. provides comprehensive investment advisory and related non‑advisory services to high‑net‑worth individuals, trusts, foundations and other entities, generally targeting clients with a net worth of $20 million or more and at least $10 million of investable assets. The firm offers investment strategy and implementation, asset allocation, investment manager selection, performance reporting, and ancillary services such as estate planning coordination, trustee placement research and concierge administrative support.
AWM uses a manager‑of‑managers approach with qualitative and quantitative due diligence when recommending third‑party fund managers, and delivers monthly performance reports that can include outside assets on request. Its investable universe spans listed equities and ETFs to private equity, hedge funds and direct investments, and the firm discloses use of options, futures, swaps and other derivatives as well as the potential for leverage and borrowing for tactical reallocations.
Distinctive features noted in the Brochure include the firm’s ownership by AlTi Global, Inc. following a business combination that created a publicly traded parent, and an extensive international affiliate network alongside a material relationship with an affiliated brokerage house in London. As of December 31, 2025, AWM reported $690.86 million in assets under management with the majority managed on a non‑discretionary basis, and the firm may structure performance‑based fees for qualified clients and allocate to affiliated products under policies designed to address related conflicts.
Client services
Expertise
Occupation focus
Fee options
Management Fee may be expressed as a fixed USD amount defined in the Investment Advisory Agreement.
Up to 1.00% per annum (negotiable, depends on assets, portfolio complexity, and services)
Performance fees may be charged in addition to Management Fee, calculated as a percent of average daily balance accrued monthly and payable yearly, subject to agreed hurdle rates and compliance with Rule 205-3.
Account minimum: $10 million
Main office
2811 Ponce De Leon Blvd., Suite 520
Coral Gables FL 33134
Advisors at this office
3
Most active in
Delaware · Florida
Also doing business as
Alti Wealth Management (Us International), Inc. · Alvarium · Alvarium Investment Advisors (Us), Inc. · Alvarium Tiedemann Alti · Guggenheim Partners Latin America, Inc. · Lj Investment Advisors · Lj Partnership
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
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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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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
Daniel E
Series 65
Coral Gables, FL
Alti Wealth Management (US International), Inc.
Daniel Espinosa is a financial advisor with AlTi Wealth Management (US International), Inc. He holds a Series 65 designation and has 15 years of industry experience. Since 2010, he has worked at Guggenheim Partners Latin America, Inc. alongside his current role. AlTi Wealth Management provides comprehensive investment advisory services to high-net-worth individuals, trusts, and foundations, offering portfolio construction, manager selection, access to private equity and hedge funds, and related non-advisory services. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis with a manager-of-managers approach and selective use of derivatives and short-term trading.
Ricardo D
Series 65
Coral Gables, FL
Alti Wealth Management (US International), Inc.
Ricardo De La Serna is a financial advisor with AlTi Wealth Management (US International), Inc. in Coral Gables, FL. He holds a Series 65 designation and has 21 years of industry experience. Since 2010, he has been associated with Guggenheim Partners Latin America, Inc. AlTi Wealth Management provides investment advisory services to high-net-worth individuals, trusts, and foundations, focusing on portfolio construction, manager selection, and access to private equity and hedge funds. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis, managing approximately $670 million in assets as of December 2024.
Jose R
Series 63, Series 65
Coral Gables, FL
Alti Wealth Management (US International), Inc.
Jose Remy is a financial advisor with Alti Wealth Management (US International), Inc. based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His work history includes roles at Lj Investment Advisors, LLC and Guggenheim Partners Latin America, Inc. Alti Wealth Management serves high-net-worth individuals, trusts, and foundations, offering portfolio construction, manager selection, and access to private equity and hedge funds. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis with a manager-of-managers approach and selective use of derivatives and short-term trading.
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