Altium Wealth Management

Altium Wealth Management (Altium) is a national Registered Investment Advisor (RIA) with $2.3B in assets under management that serves high net worth clients and families. Altium has developed a cutting-edge technology infrastructure, proprietary processes and resources, and strategic business relationships that not only enable financial advisors to maximize their value-add to clients, but also empowers professionals at accounting, legal and financial planning firms. Established in 2010, Altium's client-centric service model is built on focus, transparency and providing financial results for the families its serves. The firm has been recognized by both the Financial Times (2020) and Financial Advisor magazine (2021) as a top independent RIA.