AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DE

Daniel R. Espinosa

ALTI WEALTH MANAGEMENT (US INTERNATIONAL)
CORAL GABLES, FL 33134
CRD#: 5864010
Some features on this profile are disabled
DE
Daniel Raul EspinosaALTI WEALTH MANAGEMENT (US INTERNATIONAL)

Professional summary

Daniel Raul Espinosa is a registered financial advisor currently at ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. located in Coral Gables, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daniel has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Raul Espinosa's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 5, 2011 - Present

ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

Office #1: 2811 Ponce De Leon Blvd. Suite 520, Coral Gables, FL 33134
RIA
CRD#: 152104
CORAL GABLES, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. | LJ PARTNERSHIP | LJ INVESTMENT ADVISORS | GUGGENHEIM PARTNERS LATIN AMERICA, INC. | ALVARIUM TIEDEMANN ALTI | ALVARIUM INVESTMENT ADVISORS (US), INC. | ALVARIUM

CRD#: 152104 / SEC#: 801-70809

RIA
Registered Investment Advisory firm - (12/4/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/5/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/6/2010
Uniform Investment Adviser Law Examination

Current Firm

AW
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. | LJ PARTNERSHIP | LJ INVESTMENT ADVISORS | GUGGENHEIM PARTNERS LATIN AMERICA, INC. | ALVARIUM TIEDEMANN ALTI | ALVARIUM INVESTMENT ADVISORS (US), INC. | ALVARIUM

CRD#: 152104 / SEC#: 801-70809

RIA
Registered Investment Advisory firm - (12/4/2009 Approved)
Loading...

Contact information

Main Address
2811 Ponce De Leon Blvd. Suite 520, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 373-8033
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. ADV PART 2A BROCHURE (7/29/2025)

Regulatory assets under management

Total Number of Accounts37
AUM (Assets Under Management)$ 670,418,217

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

CRD#: 152104Coral Gables, FL 33134

TRUST BUT VERIFY

Monitor Daniel Espinosa

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Chad William Lawyer
Chad LawyerAdvisorCheck Check Mark
LIFE STRATEGY PARTNERS
IAR
TUCSON, AZ
JF
John FrickerAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
FT. LAUDERDALE, FL
Russell Garrett Thornton
Russell ThorntonAdvisorCheck Check Mark
WEALTHCARE CAPITAL MANAGEMENT LLC
IAR
ATLANTA, GA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.