# Altruist Wealth Management

Altruist Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** altruistwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/altruist-wealth-management

## Regulatory record

- **CRD number:** 333692
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333692

## About

Altruist Wealth Management offers flat-fee, fee-only, fiduciary financial planning and investment management for high-net-worth investors. Across the U.S., the firm helps investors bring clarity to complexity, avoid unnecessary fees, and make confident, tax-smart decisions. Portfolios are built on research with diversified, disciplined, evidence-based strategies, and the firm specializes in tax-smart planning.

## People

- Carson McLean — CFP®, founder

## Questions

### Does Altruist Wealth Management disclose its investment strategy publicly?

No. The firm does not maintain a public website or distribute marketing materials that outline an investment philosophy, asset-class preferences, or portfolio-construction approach. Without this disclosure, external evaluation of strategy is not possible.

### Is Altruist Wealth Management affiliated with Altruist Corp, the RIA custodian?

Altruist Wealth Management and Altruist Corp are distinct legal entities. Altruist Corp provides custody and technology services to independent RIAs; Altruist Wealth Management has no known affiliation or operational link to that entity.

## Related profiles

- [Kaunisto Capital](https://altss.com/profile/kaunisto-capital-llc)
- [Piedmont Wealth Advisory](https://altss.com/profile/piedmont-wealth-advisory)

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Last updated: 2026-08-11T15:06:04.815Z

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