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Chief Executive Officer · Altfest Personal Wealth Management

Lewis J. Altfest

CRD 4029 · Named on Form ADV at one SEC-registered adviser

At a glance

Altfest Personal Wealth Management, an SEC-registered wealth manager based in New York, NY with $1.8 billion in regulatory assets, lists Lewis J. Altfest on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Lewis’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John N. ValentiniChief Operations Officer and Chief Compliance Officer, Altfest Personal Wealth Management
  • Andrew G. AltfestPresident, Altfest Personal Wealth Management
  • Karen C. AltfestExecutive Vice President Client Relations, Altfest Personal Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lewis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.