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ALTRUIST LLC

CULVER CITY, CA · CRD 299398 · IAPD ↗ · altruist.com · 888-510-4660

$0Regulatory AUM
5Advisory reps
348Employees
14196Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
April 2026 — ALTRUIST LLC shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2025 — ALTRUIST LLC grew from 3 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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