Director, President · Alti Wealth Management (US International), Inc.
Jose F. Remy
CRD 2386252 · Named on Form ADV at one SEC-registered adviser
At a glance
Alti Wealth Management (US International), Inc., an SEC-registered wealth manager based in Coral Gables, FL with $691 million in regulatory assets, lists Jose F. Remy on its Form ADV as Director, President, a control person.
Firms and roles
- Alti Wealth Management (US International), Inc.Director, PresidentWealth manager · Coral Gables, FL · $691M in regulatory assets
AtlasMembers
Jose’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Ricardo C. De La SernaDirector, VP and Secretary, Alti Wealth Management (US International), Inc.
- Whitney F. LewisChief Legal Officer, US and Chief Compliance Officer, Alti Wealth Management (US International), Inc.
- Stephanie R. CorralDirector, Alti Wealth Management (US International), Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jose’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.