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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 2025-12-15
  • FL RA
    APPROVED
    Since 2025-12-15

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 01/2019 Present
Ilg Miami FL 09/2015 08/2018
Unemployed Miami FL 08/2018 01/2019
Lj Investment Advisors, Llc Miami FL 01/2019 Present
  • 01/2019 → Present
    Guggenheim Partners Latin America, Inc.
    Miami, FL
  • 09/2015 → 08/2018
    Ilg
    Miami, FL
  • 08/2018 → 01/2019
    Unemployed
    Miami, FL
  • 01/2019 → Present
    Lj Investment Advisors, Llc
    Miami, FL
Previous Registrations
  • 2019-05-29 → 2023-11-10
    Alvarium Investment Managers (Us), Llc
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-09
S63 Uniform Securities Agent State Law Examination 1999-08-30
  • S65 Uniform Investment Adviser Law Examination
    2019-05-09
  • S63 Uniform Securities Agent State Law Examination
    1999-08-30

View on SEC IAPD

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