Altfest Personal Wealth Management

Altfest Personal Wealth Management (CRD# 110130) is a financial advisory firm headquartered in New York, NY. They manage $1,110,203,000 in 2,837 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,110
    MILLION
  • Total Number of Accounts
    2,837
    ACCOUNTS
  • Average Account Value
    $391,330
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, LA, MA, MD, NH, NJ, NY, PA, TX, VA, VT

Financial Advisors at Altfest Personal Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Ekta B. Patel
CRD#: 5400483
445 Park Avenue, 6th Floor, New York, NY 10022
93
Wealthminder
score

Ekta Patel (CRD# 5400483) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has over 9 years of experience in the finance industry.

2
William M. Prendergast
CRD#: 4096991
116 John Street, Suite 1120, New York, NY 10038
93
Wealthminder
score

William Prendergast (CRD# 4096991) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has over 11 years of experience in the finance industry.

3
Filip R. Wolfe
CRD#: 5400498
445 Park Avenue, 6th Floor, New York, NY 10022
93
Wealthminder
score

Filip Wolfe (CRD# 5400498) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has over 9 years of experience in the finance industry.

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