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ALPINE PRIVATE WEALTH

SAINT LOUIS, MO · CRD 286072 · IAPD ↗ · 314-932-1010

$1.45BRegulatory AUM
4Advisory reps
20Employees
0Clients
1-10Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — ALPINE PRIVATE WEALTH notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — ALPINE PRIVATE WEALTH notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — ALPINE PRIVATE WEALTH crossed $1B in regulatory AUM ($978.5M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — ALPINE PRIVATE WEALTH added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — ALPINE PRIVATE WEALTH reported RAUM up 31% ($749.7M -> $978.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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