custodian
Altruist
CULVER CITY, CA
CRD: 299398
In PWD coverage since August 14, 2026 · 3 stories
Regulatory AUMSEC Form ADV · Aug 21
348EmployeesForm ADV
2Deals on our tracker
-2Talent net · 12 months0 in · 2 out
Regulatory AUM · Aug 15 – Aug 21
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
None tracked.
Departures
Shiralker
Aug 21 · destination pending
Unnamed seven-person advisory group
Aug 21 · to Wells Fargo Advisors FiNet
Deal recordFull tracker →
Jun 15, 26Deal announced
PWD coverage
portfolio
Franklin Templeton packages private markets into model portfolios
A single-subscription wrapper brings Franklin Templeton's private-markets models into the standard advisory workflow. The tax treatment will determine whether the SMA-style label holds up.