Altruvista Llc
- Regulatory AUM
- —
- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 27, 2025
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ali Abbas Nasser | Managing Member/Cco | CFP | Aug 2009 (17y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 10/27/2025 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • SOLICITOR FEE
Services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $290M (96% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 27, 2025.
View current Form ADV (SEC/IAPD) ↗