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ALTRIARCH ASSET MANAGEMENT, LLC

CHARLESTON, SC · CRD 328482 · IAPD ↗ · altriarch.com · 704-607-8840

$349.1MRegulatory AUM
5Advisory reps
15Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — ALTRIARCH ASSET MANAGEMENT, LLC reported RAUM up 113% ($163.6M -> $349.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2025 — ALTRIARCH ASSET MANAGEMENT, LLC (CHARLESTON, SC) is newly SEC-registered with $163.6M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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