Coleman Andrew Webb
Investment adviser representative at Altruist Advisors LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$190MFirm assets
Are you Coleman Andrew Webb? Claim your profile
Contact this firm
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
12 years in the industry.
- Altruist Advisors LLCJun 2026 to now
- Altruist Advisors LLC d/b/a Crosswater Capital PartnersJun 2026 to now
- Wells Fargo Clearing Services, LLCAug 2022 to Jun 2026
- Jrad Inc.Oct 2019 to Feb 2023
- Onpoint Wealth Management and Investment ServicesSep 2019 to Aug 2022
- Onpoint Community Credit UnionNov 2017 to Aug 2022
- Raymond James Financial Services Advisors Inc.Nov 2017 to Aug 2022
- Raymond James Financial Services, Inc.Nov 2017 to Aug 2022
- Key Bank/key Investment ServicesOct 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6055276
- Firm CRD
- 340784