Altium Wealth
Financial Services
2500 Westchester Avenue
55 employees
- Employees
- 55
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Altium Wealth Overview
- Headquarters
- 2500 Westchester Avenue
- Phone Number
- Available in AeroLeads
- Website
- altiumwealth.com
- Industry
- Financial Services
- Employees
- 55
- Founded
- 2010
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Altium Wealth
Hightower Altium Holding, LLC ("Altium Wealth") is a wealth advisory firm with principal offices at 2500 Westchester Avenue in Purchase, New York. The firm's primary clients are high net worth families. This firm is a Registered Investment Adviser (RIA) with the SEC. Any references to the terms “registered investment adviser” or “registered,” do not imply that Hightower Altium Holding or any person associated with the firm have achieved a certain level of skill or training. For more information about Hightower Altium Holding, please visit www.altiumwealth.com, the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov), or send an inquiry to us at info@altiumwealth.com. -- This page is maintained by Hightower Altium Holding, LLC, a registered investment advisor and is provided for information purposes only. Please see Altium's Privacy Policies and additional Disclosures on www.altiumwealth.com.
Altium Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Altium Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matthew Conroy, J.d., Cfp®, Aep® | Managing Director, Wealth Strategies | Woburn, Massachusetts, United States |
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|
| Kristen Caseley | Vice President, Wealth Strategies | Saco, Maine, United States |
Email
Phone
|
| Todd Levy, Cfp®, Cdfa® | Managing Director, Altium Wealth | New York City Metropolitan Area, United States |
Email
|
| David Siegel | Manager, Wealth Planning at Altium | New York City Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Executive
11 profiles
Director
5 profiles
Senior / Lead
3 profiles
Individual contributor
3 profiles
VP / Head
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 8 | 8 | 5 |
| General | 6 | 6 | 3 |
| Sales | 4 | 4 | 2 |
| Operations | 2 | 2 | 1 |
| Marketing | 1 | 1 | 1 |
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Altium Wealth Architecture
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