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Daniel Raul Espinosa

Alti Wealth Management (Us International), Inc.

Coral Gables, FL

CRD 5864010

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Employer firm

Alti Wealth Management (Us International), Inc. CRD 152104

$691M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Alti Wealth Management (Us International), Inc.

2811 Ponce De Leon Blvd. Suite 520, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-23
  • FL RA
    APPROVED
    Since 2025-12-23

Branch Locations

2811 Ponce De Leon Blvd. Suite 520, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guggenheim Partners Latin America, Inc. Miami FL 03/2010 Present
  • 03/2010 → Present
    Guggenheim Partners Latin America, Inc.
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-06
  • S65 Uniform Investment Adviser Law Examination
    2010-12-06

View on SEC IAPD

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Nearby Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

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