Wesley Michael White
Investment adviser representative at Altruist Advisors LLC
19 yearsExperience
1 stateRegistered in
$190MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
19 years in the industry.
- Altruist Advisors LLCSep 2026 to now
- Altruist Advisors LLC d/b/a Patriot Wealth ManagementSep 2026 to now
- Patriot Wealth ManagementJan 2017 to now
- Retirement Wealth Advisors, Inc.Mar 2014 to now
- Brookstone Capital ManagementJan 2022 to Sep 2026
- Formulafolio Investments, LLCMar 2014 to Dec 2021
- American Planning Group, Inc.Feb 2007 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Altruist Advisors LLC
$190MAssets managed
244Clients
6Advisers
Under 1 yearIn 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
- 5509595
- Firm CRD
- 340784