Altman Advisors, Inc
- Regulatory AUM
- $483M
- Discretionary
- $483M
- Clients
- 184
- Avg AUM / client
- $2.6M
- Accounts
- 553
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 79 | $19.9M | 4.11% |
| High net worth individuals | 105 | $461M | 95.5% |
| Pension and profit sharing plans | Fewer than 5 | $2.1M | 0.43% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Marcus Altman | Ceo & Chief Compliance Officer | Jul 2016 (10y) | Less than 5% | |
| Michael Armand Santarelli | Registered representative | Jan 2022 (5y) | ||
| Ethan James Goff | Registered representative | Jan 2022 (5y) | ||
| George Orest Rudawski | Registered representative | CFA | Oct 2022 (4y) | |
| Ryan Murphy Safko | Registered representative | CFP | Nov 2022 (4y) | |
| Philip Sherman Gordon | Registered representative | Jun 2023 (3y) | ||
| Amy Weigand | Registered representative | CFA | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Benjamin M. Altman Trust Ua 02/09/2017 | Owner | Apr 2021 | A | 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) | 07/09/2026 | 920 KB | 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $455M (94% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗