Altium Wealth Management LLC

Altium Wealth Management LLC (CRD# 154719) is a financial advisory firm headquartered in Purchase, NY. They manage $665,634,812 in 2,922 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    666
    MILLION
  • Total Number of Accounts
    2,922
    ACCOUNTS
  • Average Account Value
    $227,801
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, MA, NC, NE, NH, NJ, NY, PA, TX

Financial Advisors at Altium Wealth Management LLC
Showing 1 - 10 of 15 top financial advisors.
1
Nat Prentice
CRD#: 832532
2500 Westchester Ave., Suite 210, Purchase, NY 10577
107
Wealthminder
score

I am an Investment Advisor working at Altium Wealth Management LLC in Purchase, NY and have over 40 years of experience in the investment business.


Assisted by members of the Altium team, I help my clients get "clear and confident" about their financial future by advising them on investment strategies and philanthropic planning ideas that let them connect with their passions.

 

Having been in the business over many cycles, I am looking to educate my clients on what I've learned so that they don't have to make the same mistakes I did.

2
Gregory R. Slater
CRD#: 4225701
2500 Westchester Ave., Suite 210, Purchase, NY 10577
101
Wealthminder
score

Gregory Slater (CRD# 4225701) is an Investment Advisor Representative working at Altium Wealth Management LLC in Purchase, NY and has over 17 years of experience in the finance industry. Gregory Slater has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Todd S. Levy
CRD#: 4893593
2500 Westchester Ave., Suite 210, Purchase, NY 10577
96
Wealthminder
score

Todd Levy (CRD# 4893593) is an Investment Advisor Representative working at Altium Wealth Management LLC in Purchase, NY and has over 13 years of experience in the finance industry. Todd Levy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeffrey B. Perlmutter
CRD#: 1592398
2500 Westchester Ave., Suite 210, Purchase, NY 10577
96
Wealthminder
score

Jeffrey Perlmutter (CRD# 1592398) is an Investment Advisor Representative working at Altium Wealth Management LLC in Purchase, NY and has over 30 years of experience in the finance industry.

5
Brennian L. Antell
CRD#: 5386297
2500 Westchester Ave., Suite 210, Purchase, NY 10577
93
Wealthminder
score

Brennian Antell (CRD# 5386297) is an Investment Advisor Representative working at Altium Wealth Management LLC in Purchase, NY and has over 10 years of experience in the finance industry.

6
Geoffrey M. Garfield
CRD#: 2394674
2500 Westchester Ave., Suite 210, Purchase, NY 10577
93
Wealthminder
score

Geoffrey Garfield (CRD# 2394674) is an Investment Advisor Representative working at Altium Wealth Management LLC in Purchase, NY and has over 24 years of experience in the finance industry.

7
Scott C. Tasch
CRD#: 4647851
2500 Westchester Ave., Suite 210, Purchase, NY 10577
93
Wealthminder
score

Scott Tasch (CRD# 4647851) is an Investment Advisor Representative working at Altium Wealth Management LLC in Purchase, NY and has over 15 years of experience in the finance industry.

8
Michael L. Buonassisi
CRD#: 6239091
2500 Westchester Ave., Suite 210, Purchase, NY 10577
90
Wealthminder
score

Michael Buonassisi (CRD# 6239091) is an Investment Advisor Representative working at Altium Wealth Management LLC in Purchase, NY and has over 5 years of experience in the finance industry.

9
Michael A. Caruso
CRD#: 6037558
2500 Westchester Ave., Suite 210, Purchase, NY 10577
90
Wealthminder
score

Michael Caruso (CRD# 6037558) is an Investment Advisor Representative working at Altium Wealth Management LLC in Purchase, NY and has over 4 years of experience in the finance industry.

10
Adam R. Nalewajek
CRD#: 5592318
2500 Westchester Ave., Suite 210, Purchase, NY 10577
90
Wealthminder
score

Adam Nalewajek (CRD# 5592318) is an Investment Advisor Representative working at Altium Wealth Management LLC in Purchase, NY and has over 3 years of experience in the finance industry.

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