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Director, VP and Secretary · Alti Wealth Management (US International), Inc.

Ricardo C. De La Serna

CRD 4659462 · 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 Ricardo C. De La Serna on its Form ADV as Director, VP and Secretary, a control person.

Firms and roles

AtlasMembers

Ricardo’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

  • Jose F. RemyDirector, President, 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 Ricardo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.