Jeffrey
Wu
Altium Wealth Management
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About this Advisor
Jeffrey Wu is a financial advisor who works out of Purchase, New York with 1 year of relevant experience. Wu is an advisor for Altium Wealth Management. During their career, the advisor has held roles at Hightower Securities, LLC, Sports And Arts In Schools Foundation, Stony Brook University, Altium Wealth Management, LLC and Hightower Altium Holding, LLC. Wu has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Altium Wealth Management is a financial advisory business based out of Purchase, NY. It oversees $3 billion in assets under management between its 3,532 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 3,532 client accounts, 52% belong to high-net-worth investors who have greater than $1 million in assets. Altium Wealth Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Altium Wealth Management most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Altium Wealth Management Brokerage Details
$2,942,449,005
36
3,532
$833,083
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeffrey Wu Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Hightower Altium Holding, LLC
Altium Wealth Management, LLC
Hightower Securities, LLC
Sports And Arts In Schools Foundation
Stony Brook University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Wu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Altium Wealth Management
Purchase, NY
Purchase, NY
Purchase, NY
Purchase, NY
Purchase, NY
Purchase, NY
Purchase, NY
Purchase, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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