Wealth manager, independent · Saint Louis, MO
Alpine Private Wealth
Alpine Private Capital, LLC · SEC-registered investment adviser · CRD 286072 · SEC 801-108952
At a glance
Alpine Private Wealth is an SEC-registered investment adviser based in Saint Louis, Missouri, with $1.5B in regulatory assets under management as of its Form ADV filed March 24, 2026. It reports 265 individual clients, 208 of them high-net-worth, holding an average of about $5.2 million each, and 20 employees. That ranks it 760th among the nation’s 5,657 independent wealth management RIAs and 17th of 92 in Missouri. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 314-932-1010alpineprivatewealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #760 of 5,657
- Rank among all SEC RIAs
- #4,345 of 17,210
- Rank in Missouri
- #17 of 92
- Individual clients
- 265
- High-net-worth clients
- 208
- Accounts
- 295
- Discretionary
- 100% of AUM
- Employees
- 20
- Advisory staff
- 4
- Offices
- 3
Owners and executives on its Form ADV
- Brett A. RufkahrPresident
- Joseph F. Stowell IIIChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Alpine Private Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 208 | $1.4B | 93% |
| Charitable organizations | 10 | $31M | 2% |
| Corporations or other businesses | 8 | $27M | 2% |
| Pension and profit sharing plans | 12 | $20M | 1% |
| Individuals | 57 | $18M | 1% |
Disciplinary disclosures
Alpine Private Wealth reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗alpineprivatewealth.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,585 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Missouri
All of Missouri →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Mosaic WealthSt. Louis | $2.0B | 774 |
| Atwood & Palmer, Inc.Kansas City | $2.0B | 511 |
| Parkwoods Wealth Partners, LLCClayton | $1.8B | 1,373 |
| Anderson Hoagland & CoSt Louis | $1.4B | 136 |
| Syntegra Private Wealth Group LLCChesterfield | $1.4B | 2,112 |
| Hill Investment GroupSt. Louis | $1.3B | 380 |
Background
Questions
How much does Alpine Private Wealth manage?
Alpine Private Wealth reports $1.5B in regulatory assets under management across 295 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
How many clients does Alpine Private Wealth have?
It reports 265 individual clients: 208 high-net-worth individuals and 57 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Alpine Private Wealth headquartered?
Its main office is in Saint Louis, Missouri. It reports 3 offices in total and 20 employees, 4 of whom perform investment advisory functions.
How does Alpine Private Wealth charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Alpine Private Wealth use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 24, 2026, it reports these amounts held: Charles Schwab ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Alpine Private Wealth a hybrid RIA with a broker-dealer?
Alpine Private Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Alpine Private Wealth a fiduciary?
As an SEC-registered investment adviser, Alpine Private Wealth owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Alpine Private Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →