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ALTFEST PERSONAL WEALTH MANAGEMENT

NEW YORK, NY · CRD 110130 · IAPD ↗ · 212-406-0850

$1.80BRegulatory AUM
19Advisory reps
42Employees
0Clients
More than 500Planning clients
1Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — ALTFEST PERSONAL WEALTH MANAGEMENT notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2025 — ALTFEST PERSONAL WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
June 2024 — ALTFEST PERSONAL WEALTH MANAGEMENT notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2024 — ALTFEST PERSONAL WEALTH MANAGEMENT notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.