Altitude Wealth Management, LLC logo

Altitude Wealth Management, LLC

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Client assets under management

$112,329,743

Clients

502

4% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

251

Very High

Average account size

$223,764

About

Altitude Wealth Management provides investment advisory services and financial planning to individuals, high‑net‑worth clients, and pension and profit‑sharing plans. With 502 clients served by a two‑advisor team, the firm commonly places client assets with third‑party money managers (TPMs) and offers financial planning at no additional charge to asset management clients.

The firm operates a primarily non‑discretionary model: as of December 31, 2025 it reported $112,699,595 in non‑discretionary assets and no discretionary assets, and it does not execute trades for client accounts itself. Altitude acts as a liaison to TPMs (including a named TPM), monitoring performance, assisting with paperwork and account administration, and receiving an ongoing portion of TPM advisory fees while the TPMs handle execution and custodial billing.

What is distinctive for this firm is the combination of a high client count per advisor (well over 200 clients per advisor) with a TPM‑centric, non‑discretionary approach, which is uncommon among peers. The firm also maintains an affiliated insurance business (the managing member spends about 40% of her time on insurance activities) and has ownership links to its TPM relationships through related entities; the brochure discloses these relationships as potential conflicts of interest and describes disclosure and procedural mitigations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Percentage

All Assets+: 1.85% All Assets+: 1.70% All Assets+: 1.65% All Assets+: 1.55% All Assets+: 1.50% All Assets+: 1.00% All Assets+: $300 flat fee (Client Directed Accounts)

Other

Minimum fee: $15 Quarterly Service Fee (technology fee) per account or investment strategy

Main office location

Altitude Wealth Management, LLC

1777 S. Harrison St., #101 B

Denver CO 80210, United States

Number of offices

3

Most active in

California · Colorado · Florida · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Haley S

Series 65

Denver, CO

Altitude Wealth Management, LLC

Haley Sanders is a financial advisor with Altitude Wealth Management, LLC in Denver, CO, holding a Series 65 designation and 13 years of industry experience. She has worked at Altitude Wealth Management since 2017 and was previously with Gradient Advisors, LLC. Sanders is also involved in an affiliated insurance business through Altitude Planning Group, where she serves as an insurance agent. Altitude Wealth Management serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers portfolio management, financial planning, and consulting, typically placing client assets with third-party money managers and providing ongoing monitoring and reporting.

Wealth management
user avatar

Rachael J

Series 65

Denver, CO

Altitude Wealth Management, LLC

Rachael Junge is a financial advisor at Altitude Wealth Management, LLC in Denver, CO, holding a Series 65 designation with one year of industry experience. Her prior roles include working with the Eating Recovery Center and serving as a stay-at-home parent. She is also involved in an affiliated insurance business through Altitude Planning Group, LLC, where she dedicates approximately half of her time. Altitude Wealth Management serves individual clients across a range of net worth levels, as well as pension and profit-sharing plans, providing portfolio management, financial planning, and consulting. The firm primarily places client assets with third-party money managers and monitors their performance while offering regular account reviews.

Wealth management
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