Raleigh, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Altruist Advisors LLC
Team
Firm-wide stats for Altruist Advisors LLC
About
Altruist Advisors serves individual investors (including high-net-worth individuals), trusts, estates, and other entities through a team of affiliated Investment Adviser Representatives; as of the brochure date the firm reports about $190 million in discretionary AUM and provides ongoing discretionary portfolio management and, through certain IARs, financial planning services. Portfolio management services include model‑based implementation, ongoing monitoring and rebalancing, and tax‑management tools such as tax‑loss harvesting and asset location accessed via the Altruist technology platform.
The firm’s investment approach blends fundamental, technical, and quantitative analysis with asset allocation and modern portfolio theory, and IARs may implement proprietary or third‑party model portfolios sourced from the Altruist Model Marketplace. Altruist Advisors exercises discretion in account management within client objectives and risk tolerances, uses an investment committee for oversight and security restrictions, and relies on automated monitoring and periodic reviews to manage portfolios and compliance exceptions.
Notable distinctions include the firm’s corporate affiliations and integrated technology/custody model: Altruist Advisors is wholly owned by Altruist Corp and is affiliated with Altruist Financial LLC (its exclusive broker‑dealer and custodian) and Altruist LLC (which operates the Model Marketplace), and the brochure discloses that clients must maintain custody with the affiliated broker‑dealer and that the affiliate earns revenue streams (e.g., payment for order flow, securities lending, margin interest, and cash sweep income). The brochure also states the firm will comply with the SEC’s Marketing Rule and discloses marketing practices that include presenting performance information (including hypothetical performance) and using testimonials and endorsements, and it highlights that certain IARs may maintain outside broker‑dealer or insurance registrations that can generate additional commission compensation.
Based on Altruist Advisors LLC
Location
4350 Lassiter at North Hills Avenue, Suite 240
Raleigh NC 27609
Advisors at this office
2
Advisors at this office
Wesley W
Series 65
Raleigh, NC
Altruist Advisors LLC
Wesley White is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Altruist Advisors LLC and has prior experience at Brookstone Capital Management, Patriot Wealth Management, Retirement Wealth Advisors, FormulaFolio Investments, and American Planning Group. He is also the owner of Patriot Wealth Management, a business that sells insurance products. Altruist Advisors serves individual investors, trusts, estates, and other entities, managing approximately $190 million in discretionary assets. The firm provides ongoing portfolio management and financial planning through a team-based approach, utilizing a blend of fundamental, technical, and quantitative analysis combined with model portfolios accessed via the Altruist technology platform.
Austin K
Series 65
Raleigh, NC
Altruist Advisors LLC
Austin Kobilka is a financial advisor with Altruist Advisors LLC and holds a Series 65 credential. He has eight years of industry experience, including prior roles at Brookstone Capital Management and Patriot Wealth Management. Kobilka is also involved with Patriot Wealth Management as an associate financial planner. Altruist Advisors serves individual investors, trusts, estates, and other entities through a team of Investment Adviser Representatives. The firm provides discretionary portfolio management and financial planning services, combining fundamental, technical, and quantitative analysis with model-based implementation and tax-management strategies via its integrated technology platform.
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