Investment adviser · CRD 110130

ALTFEST PERSONAL WEALTH MANAGEMENT

Investment adviser filing (IA)

L.J. ALTFEST & CO., INC.

NEW YORK, NY, United States · Form ADV filed Mar 4, 2026

Regulatory AUM
$1.8B
Form ADV · Item 5.F
Client accounts
3,139
Accounts, not individual clients
Employees
42
Reported in this filing
Advisory professionals
19
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals431$1,644,223,75091.4%
Individuals255$119,084,6326.6%
Pooled investment vehicles4$19,038,5811.1%
Charities5$14,090,9960.8%
Corporations & businessesFewer than 5$1,879,1620.1%
Filing source

Form ADV 2055410 · Mar 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ALTFEST ALTERNATIVE VALUE FUND I, LLCHedge Fund · Last reported Mar 4, 2026$12.6MGross asset value

Form D fundraising filings

Altfest Alternative Value Fund I, LLC

Fund administrator UMB FUND SERVICES CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Prime broker CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

CHARLES SCHWAB & CO., INC.
SEC 8-16514

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Fund details & source
Fund ID
805-9937754371
Reported beneficial owners
29
Minimum commitment
$250K
Form D file number
021-215618

Form ADV 2055410 · Mar 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ARDEN WOODS REAL ESTATE, LLCHedge Fund · Last reported Aug 5, 2022$0Gross asset value
Fund administrator UMB FUND SERVICES CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Prime broker CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

CHARLES SCHWAB & CO., INC.
SEC 8-16514

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Fund details & source
Fund ID
805-9592521820
Reported beneficial owners
0
Minimum commitment
$25K

Form ADV 1668125 · Aug 5, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 4, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

445 PARK AVENUE, 6TH FLOOR
NEW YORK, NY, 10022, United States

CRD 110130

Filing source

Form ADV 2055410 · Mar 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.