Alpine Private Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,453,478,904
This total excludes 30 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
265
78% high-net worth
Total advisors
4
of 20 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
66
Average account size
$5,484,826
About
Alpine Private Wealth provides discretionary investment management and wealth planning to private wealth clients, including individual and high-net-worth investors, as well as select institutional and family-office clients. The firm manages client portfolios on a percentage-of-assets basis and reports approximately $1.45 billion in discretionary assets across roughly 265 client relationships.
The firm delegates portfolio management across in-house and outsourced managers, using its affiliated adviser, Alpine Capital Research (ACR), for core equity strategies and a non‑affiliated sub‑advisor for its core fixed‑income strategy. APW offers long‑only, multi‑capitalization equity separate accounts, access to ACR mutual funds and private funds, and conducts ongoing due diligence and quarterly oversight of sub‑advisers.
Notably, APW operates within an affiliated structure: ACR and APW are under common ownership and APW’s affiliates serve as general partners of certain private funds, receiving revenue sharing and other compensation from ACR Funds. While APW itself does not charge performance‑based fees, its affiliated entities may earn management and performance fees for the ACR Private Funds, a relationship APW discloses and manages through its Code of Ethics and supervisory procedures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Active portfolio management
Tax-loss harvesting
Occupation focus
Executive
Founder/Business Owner
Fee options
Family Office Services may be flat fees, negotiated based on services rendered
$0 - $10 million: 0.60% (Core Separate Accounts - Equity) $10 million - $20 million: 0.45% (Core Separate Accounts - Equity) $20 million+: 0.35% (Core Separate Accounts - Equity) $0 - $10 million: 0.35% (Core Separate Accounts - Fixed) $10 million - $20 million: 0.30% (Core Separate Accounts - Fixed) $20 million+: 0.25% (Core Separate Accounts - Fixed) $0 - $10 million: 0.35% (Mutual Funds & Limited Partnerships) $10 million - $20 million: 0.30% (Mutual Funds & Limited Partnerships) $20 million+: 0.25% (Mutual Funds & Limited Partnerships)
Account minimum: $3,000,000 Minimum fee: $18,000 minimum annual fee Fee-only: Wealth Planning Fee of $333/month ($4,000/year) for Emerging Wealth Clients, phased out between $2,000,000 and $3,000,000 AUM
Main office location
Alpine Private Wealth
190 Carondelet Plaza, Suite 1300
Saint Louis MO 63105, United States
Number of offices
3
Most active in
Alpine Private Wealth has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Florida · Illinois · Louisiana · Missouri · Nebraska · New York · North Carolina · Oregon · Rhode Island · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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