Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Greg SlaterChief Investment Officer & Partner
- ·Watchlist + deal alerts for Altium Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Altium Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Altium Wealth Management
Provider of wealth management and advisory services intended to serve high and ultra-high-net-worth clients and their families. The company offers risk-based low-cost and tax-efficient portfolios delivered via comprehensive consulting and proprietary direct indexing solutions, thereby helping clients in protecting and growing their asset base.
- Sector
- Financial Services
- HQ
- Purchase, NY, United States
- Employees
- 39
- Website
- altiumwealth.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Altium Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Altium Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Altium Wealth Management in its N-PORT filings yet. We sweep new filings monthly.