ALTIUM WEALTH MANAGEMENT LLC

HTTP://WWW.ALTIUMWEALTH.COM/ PURCHASE, NY Investment Advisor How do I update this listing?

Altium Wealth Management is based out of Purchase. Altium Wealth Management is a large advisory firm with 910 clients and discretionary assets under management (AUM) of $1,614,006,942 (Form ADV from 2020-07-17). Their last reported 13F filing for Q2 2020 included $890,044,000 in managed 13F securities and a top 10 holdings concentration of 54.07%. Altium Wealth Management's largest holding is Vanguard S&P 500 ETF with shares held of 454,138. Whalewisdom has at least 11 13F filings

Download 13F Summary to Excel Create Email Alert

06/30/2020

13F Activity

  • Market Value $890.044 Million
  • Prior Market Value $729.399 Million
  • New Purchases28 stocks
  • Additional Purchases153 stocks
  • Sold out of26 stocks
  • Reduced holdings in128 stocks
  • Top 10 Holdings % 54.07 %
  • Turnover % [1]:16.62%
  • Turnover Alt % [2]: 8.10 %
  • Time Held Top20:8.35 quarters
  • Time Held Top10:6.40 quarters
  • Time Held All:5.98 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 27.11%
Performance Last 4 Quarters: -2.48%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ALTIUM WEALTH MANAGEMENT LLC
2500 WESTCHESTER AVE. SUITE 210
PURCHASE NY    10577
Country: United States

Business Phone: 877-780-0074
Fax: 914-251-0344
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 46
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 910
Amount of client funds and securities by related persons: 310,000
Total Number of clients from related persons: 2
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

ALTIUM WEALTH MANAGEMENT LLC

ownership team - last updated 2020-06-15
Name Title Start Date Direct/Indirect % Ownership
DESTEFANO, ANTHONY, JOHN MANAGING MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MANAGING MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
ALTIUM WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-06-01
BRILL, MITCHELL, SCOTT MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
DOWLING, JAMES, JOHN MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
GIANGRANDE, JAMES, LOUIS MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
SYPHER, ROBERT, JOSEPH CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER direct 2014-01-01
TASCH, SCOTT, C MEMBER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2016-01-01
LEVY, TODD, STEWART MEMBER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2017-01-01
PERLMUTTER, JEFFREY, BART MEMBER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2017-01-01
SLATER, GREGORY, ROBERT CHIEF INVESTMENT OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC CHIEF INVESTMENT OFFICER direct 2016-01-01

ALTIUM WEALTH MANAGEMENT LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

ALTIUM WEALTH MANAGEMENT LLC

ownership team - last updated 2019-08-07
Name Title Start Date Direct/Indirect % Ownership
DESTEFANO, ANTHONY, JOHN MANAGING MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MANAGING MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
ALTIUM WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-06-01
BRILL, MITCHELL, SCOTT MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
DOWLING, JAMES, JOHN MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
GIANGRANDE, JAMES, LOUIS MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
SYPHER, ROBERT, JOSEPH CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER direct 2014-01-01
TASCH, SCOTT, C MEMBER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2016-01-01
LEVY, TODD, STEWART MEMBER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2017-01-01
PERLMUTTER, JEFFREY, BART MEMBER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2017-01-01
SLATER, GREGORY, ROBERT CHIEF INVESTMENT OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC CHIEF INVESTMENT OFFICER direct 2016-01-01

ALTIUM WEALTH MANAGEMENT LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
DESTEFANO, ANTHONY, JOHN MANAGING MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MANAGING MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
ALTIUM WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-06-01
BRILL, MITCHELL, SCOTT MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
DOWLING, JAMES, JOHN MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
GIANGRANDE, JAMES, LOUIS MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
SYPHER, ROBERT, JOSEPH CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER direct 2014-01-01
TASCH, SCOTT, C MEMBER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2016-01-01
LEVY, TODD, STEWART MEMBER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2017-01-01
PERLMUTTER, JEFFREY, BART MEMBER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2017-01-01
SLATER, GREGORY, ROBERT CHIEF INVESTMENT OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC CHIEF INVESTMENT OFFICER direct 2016-01-01

ALTIUM WEALTH MANAGEMENT LLC

ownership team - last updated 2018-11-29
Name Title Start Date Direct/Indirect % Ownership
DESTEFANO, ANTHONY, JOHN MANAGING MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MANAGING MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
ALTIUM WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-06-01
BRILL, MITCHELL, SCOTT MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
DOWLING, JAMES, JOHN MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
GIANGRANDE, JAMES, LOUIS MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
SYPHER, ROBERT, JOSEPH CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER direct 2014-01-01
ANTELL, BRENNIAN, L DIRECTOR OF INVESTMENTS 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC DIRECTOR OF INVESTMENTS direct 2010-10-01
TASCH, SCOTT, C MEMBER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2016-01-01
LEVY, TODD, STEWART MEMBER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2017-01-01
PERLMUTTER, JEFFREY, BART MEMBER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2017-01-01

ALTIUM WEALTH MANAGEMENT LLC

ownership team - last updated 2017-04-28
Name Title Start Date Direct/Indirect % Ownership
DESTEFANO, ANTHONY, JOHN MANAGING MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MANAGING MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
ALTIUM WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-06-01
BRILL, MITCHELL, SCOTT MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
DOWLING, JAMES, JOHN MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
GIANGRANDE, JAMES, LOUIS MEMBER 06/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2010-06-01
CLARITAS WEALTH MANAGEMENT, LLC MANAGING DIRECTOR direct 2010-06-01
SYPHER, ROBERT, JOSEPH CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER direct 2014-01-01
ANTELL, BRENNIAN, L DIRECTOR OF INVESTMENTS 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC DIRECTOR OF INVESTMENTS direct 2010-10-01
TASCH, SCOTT, C MEMBER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2016-01-01
LEVY, TODD, STEWART MEMBER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2017-01-01
PERLMUTTER, JEFFREY, BART MEMBER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ALTIUM WEALTH MANAGEMENT LLC MEMBER direct 2017-01-01

Elevate your investments