Altfest Personal Wealth Management

CRD 110130 · New York, NY · $1.8B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 110130
SEC number: 801-18320
Firm type: RIA
Assets under management: $1.8B as of Mar 4, 2026
Website: www.linkedin.com/company/altfestpersonalwealthmanagement ↗
Phone: 212-406-0850
Address: 445 Park Avenue, New York, NY, 10022

Advisors at this firm

19 in our index · page 1 of 1

Andrew Gamer AltfestCRD 6316746 · New York, NY

IA Registered
Karen Caplan AltfestCRD 4667780 · New York, NY

IA Registered
Lewis Jay AltfestCRD 4029 · New York, NY

IA Registered
Daniel J DucaCRD 4982160 · New York, NY

IA Registered
Christian Joseph DirussoCRD 7834371 · New York, NY

IA Registered
Palak Solanki ForbesCRD 8287897 · New York, NY

IA Registered
Juan Alberto GonzalezCRD 4089120 · Bay Harbor Island, FL

IA Registered

Disclosure event(s) on record
David Aaron KressnerCRD 3218249 · New York, NY

IA Registered
Tara Shayna KorkusCRD 6987045 · New York, NY

IA Registered
Andrew John LaskarisCRD 7412797 · New York, NY

IA Registered
Courtney Belle MckennaCRD 2328190 · New York, NY

IA RegisteredRegistration inactive
Steven Keith NovackCRD 7416981 · New York, NY

IA Registered
Eric Scott NelsonCRD 1558052 · New York, NY

IA RegisteredRegistration inactive
Ekta Bhaichand PatelCRD 5400483 · Columbia, SC

IA Registered
William Michael PrendergastCRD 4096991 · New York, NY

IA Registered
Eric Joseph WalterCRD 3237726 · New York, NY

IA RegisteredRegistration inactive
Filip Ross WolfeCRD 5400498 · New York, NY

IA Registered
Ting WangCRD 8160152 · New York, NY

IA Registered
Feifei XingCRD 6728382 · New York, NY

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.