ALTHUM ADVISORS LLC
SEC RegisteredWe aim to be your trusted advisor, helping you preserve and expand your family's financial legacy
About the firm
Althum Advisors designs, implements, and oversees sophisticated wealth strategies for families and single-family offices, integrating global investment capabilities with deep family enterprise expertise. The firm has advised 85+ families across 8+ countries, with offices in Miami, Lima, Buenos Aires, and Guatemala. It is a Registered Investment Advisor (RIA) under SEC regulations in Florida.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family governance and succession planning, private investments advisory, comprehensive investment management, single family office solutions (including OCIO services), alternative investments programs, and family office services including wealth planning structure supervision, administrative support, and concierge services.
Who they serve
Families and single-family offices, including multi-generational and multi-jurisdictional family enterprises
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $2.8M |
| High Net Worth Individuals | 57 | $767M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| AUM less than $10 million | 1.00% |
| AUM from $10 million up to $15 million | 0.80% |
| AUM from $15 million up to $20 million | 0.75% |
| AUM from $20 million up to $25 million | 0.70% |
| AUM from $25 million up to $50 million | 0.65% |
| AUM from $50 million up to $100 million | 0.55% |
| AUM from $100 million up to $150 million | 0.50% |
| AUM from $150 million up to $200 million | 0.45% |
| AUM above $200 million | 0.35% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALTHUM ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.