# Albert Investments

Albert Investments is a RIA based in Santa Barbara, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Santa Barbara, United States
- **Region:** North America
- **Address:** Santa Barbara, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** albert.com
- **LinkedIn:** https://www.linkedin.com/company/albertapp

## Regulatory record

- **CRD number:** 298006
- **SEC file number:** 801-114361
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298006

## About

Albert Investments was established in 2018 as a US-based wealth manager. The firm delivers advisory services, financial planning, and portfolio management. It works with individuals, corporations, and institutions. No additional offices, team size, or recent operational events are recorded in available sources.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Albert Investments?

No named principals or investment leads are disclosed in available sources.

### What services does Albert Investments provide?

The firm provides investment advisory services, financial planning, and portfolio management.

## Related profiles

- [Albert F. & Dorothy H. Egan Foundation](https://altss.com/profile/albert-f-dorothy-h-egan-foundation)
- [Albilad Capital](https://altss.com/profile/albilad-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/albert-investments

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