AA
Altruistic Advisor Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 329799
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ADV data as of Mar 05, 2026
- Regulatory AUM
- $6.0M
- Discretionary
- $6.0M
- Clients
- 9
- Avg AUM / client
- $665K
- Accounts
- 9
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $1.8M | 30.6% |
| High net worth individuals | Fewer than 5 clients | $1.9M | 31.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.3M | 38.1% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Edward Kobilka | Registered representative | CFP Chartered Financial Consultant | Apr 2024 (2y) |
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) | 03/05/2026 | 1.02 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
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Truist Financial Corp $3.7M (62% of AUM) Mar 2026
- Matrix Trust Company $2.3M (38% of AUM) Mar 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: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗