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Est. 2026The front page of wealth managementNew York

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Jason Wenk

CEO at Altruist

At a glance

Our coverage identifies Jason Wenk as CEO at Altruist (our reporting, October 7, 2026). 4 stories in our coverage name them, from October 5, 2026 to October 7, 2026.

Firm
Altruist
Role
CEO
In our coverage
4 stories

In the news

  1. SEC filings show more than 400 registered RIAs below Fidelity's $100 million custody floorFinancial ADVSR
  2. Schwab's Jon Beatty is one custody head offering a port in the storm after Fidelity unmoors its sub-$100M RIAs and Altruist's Jason Wenk , Apex's Bill Capuzzi and TradePMR's R. Scott Victoria are among othersRIABiz
  3. Altruist builds donor-advised funds into its custody platform with no account minimumsFinancial ADVSR
  4. Fidelity tells RIAs under $100 million to find another custodian by mid-2027Financial ADVSR

How this page is built

Every line on this page comes from a story that names Jason Wenk: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 7, 2026. All people in our coverage →