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PROALTUS USA

MIAMI, FL · CRD 310955 · IAPD ↗ · proaltus.us · (857) 334-1921

$604.9MRegulatory AUM
4Advisory reps
14Employees
0Clients
n/aPlanning clients
8Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2025 — PROALTUS USA shrank from 7 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
March 2025 — PROALTUS USA crossed $500M in regulatory AUM ($406.3M -> $505.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — PROALTUS USA grew from 5 to 7 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.