Altitude Wealth Management, LLC

Altitude Wealth Management provides investment advisory services and financial planning to individuals, high‑net‑worth clients, and pension and profit‑sharing plans. With 502 clients served by a two‑advisor team, the firm commonly places client assets with third‑party money managers (TPMs) and offers financial planning at no additional charge to asset management clients.

The firm operates a primarily non‑discretionary model: as of December 31, 2025 it reported $112,699,595 in non‑discretionary assets and no discretionary assets, and it does not execute trades for client accounts itself. Altitude acts as a liaison to TPMs (including a named TPM), monitoring performance, assisting with paperwork and account administration, and receiving an ongoing portion of TPM advisory fees while the TPMs handle execution and custodial billing.

What is distinctive for this firm is the combination of a high client count per advisor (well over 200 clients per advisor) with a TPM‑centric, non‑discretionary approach, which is uncommon among peers. The firm also maintains an affiliated insurance business (the managing member spends about 40% of her time on insurance activities) and has ownership links to its TPM relationships through related entities; the brochure discloses these relationships as potential conflicts of interest and describes disclosure and procedural mitigations.