Alpine Private Wealth

Alpine Private Wealth, established in 1999 as Alpine Investment Management, LLC, is an SEC-Registered Investment Adviser based in Missouri. Operating as Alpine Private Wealth since November 2023, the firm offers investment advisory services to private wealth clients, utilizing various investment strategies and products, including those of its affiliate, Alpine Capital Research, LLC. APW provides continuous discretionary advice tailored to individual client needs, offering both investment supervisory services and financial planning services. As of December 31, 2024, APW managed $1.37 billion in client assets, with fees structured as a percentage of assets under management. The firm's fee schedule varies based on the type of accounts and investment strategies, with a minimum initial investment of $3 million. APW also offers family office services and consulting for non-discretionary assets, with fees negotiable based on client circumstances. The firm acts as a fiduciary, committed to acting in clients' best interests, and discloses potential conflicts of interest. Clients grant APW discretionary authority to manage their assets, allowing the firm to make investment decisions on their behalf. APW follows a comprehensive Code of Ethics, ensuring high ethical standards and compliance with federal securities laws. The firm does not engage in principal or agency cross securities transactions for client accounts and provides detailed account reviews and reporting to clients regularly. APW maintains custody of client funds through an independent custodian and is subject to specific duties and obligations under ERISA for certain client accounts. The firm does not charge performance-based fees and discloses its investment strategies, risk factors, and potential conflicts of interest to clients.