Altium Wealth Management LLC

Based in New York, Altium Wealth Management LLC is a Limited Liability Company registered with the U.S. Securities and Exchange Commission. With a team of 44 employees, including 19 advisors, the firm provides financial advice and services to a clientele of 74. Its SEC status is approved and has been in effect since August 19, 2010.

• ANTHONY JOHN DESTEFANO

  MANAGING MEMBER owns more than 10% but less than 25%

• GREGORY ROBERT SLATER

  CHIEF INVESTMENT OFFICER owns less than 5%

• JAMES JOHN DOWLING

  MEMBER owns more than 10% but less than 25%

• JAMES LOUIS GIANGRANDE

  MEMBER owns more than 10% but less than 25%

• JEFFREY BART PERLMUTTER

  MEMBER owns more than 10% but less than 25%

• MITCHELL SCOTT BRILL

  MEMBER owns more than 10% but less than 25%

• ROBERT JOSEPH SYPHER

  CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER owns less than 5%

• SCOTT C TASCH

  MEMBER owns less than 5%

• TODD STEWART LEVY

  MEMBER owns more than 10% but less than 25%

• Consulting Group Advisory Services LLC
• Saxon Woods Advisors LLC
• Olstein Capital Management LP
• Seacrest Wealth Management LLC
• Greywolf Capital Management LP
• Seacrest Investment Management LLC
• Greenhaven Associates Inc
• Life Planning Alliance LLC
• Glenrock Capital Advisers LLC
• One Oak Capital Management LLC

• Altium Wealth Management LLC Q1 2022 vs. Q2 2022 13F Holdings Comparison

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