Jose Felix Remy
Investment adviser representative at Alti Wealth Management (us International), Inc.
16 yearsExperience
1 stateRegistered in
$690.9MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Alti Wealth Management (us International), Inc.Nov 2025 to now
- Lj Investment Advisors, LLCJun 2018 to now
- Guggenheim Partners Latin America, Inc.Mar 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
Alti Wealth Management (us International), Inc.
$690.9MAssets managed
37Clients
3Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2504733
- Firm CRD
- 152104