Multi-Family OfficeRIA · CRD 292799SEC-Registered

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Altruity Wealth

ALTRUITY WEALTH is an SEC-registered investment adviser with $33 million in regulatory assets under management. The firm has 1 employee and 1 investment...

Altruity Wealth

ALTRUITY WEALTH is an SEC-registered investment adviser with $33 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Multi Family Office

Sector focus

Fee-OnlyFiduciary

Frequently asked questions

Who runs investment decisions at Altruity Wealth?

Altruity Wealth has not publicly named any principals or investment committee members. Without disclosed leadership, it is unclear who sets strategic direction or executes portfolio decisions (per public record).

How does Altruity Wealth source proprietary deal flow?

The firm does not publicly describe a proprietary deal-sourcing methodology. Its multi-family office model likely relies on external fund managers and third-party platforms rather than direct origination, but this is unconfirmed (per public record).

Is Altruity Wealth structured as a single family office or does it operate more like a venture firm?

Altruity Wealth operates as a multi-family office, serving multiple high-net-worth families rather than a single founding family. This structure differentiates it from both traditional single-family offices and venture capital firms (per public record).

Does Altruity Wealth participate in fund commitments or only direct deals?

Based on available public information, Altruity Wealth appears to invest primarily through third-party funds across asset classes. There is no evidence of direct co-investments or sole-led deals (per public record).

What investment stages does Altruity Wealth typically target?

Altruity Wealth does not publicly disclose a target investment stage. Its multi-family office approach is likely neutral to stage, allocating across growth, buyout, and credit strategies through external managers (per public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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