Legal
Disclosures
Last updated: October 9, 2026
Important disclosures
Eagle Nest Wealth is a DBA of Altruist Advisors LLC, an SEC-registered investment adviser. Registration does not imply any level of skill or training. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors run their practices more efficiently; these tools do not guarantee improved investment performance or results. Brokerage-related products and services, including clearing and custody of securities, are provided by Altruist Financial LLC, a member of FINRA/SIPC. Altruist Advisors LLC and Altruist Financial LLC are affiliates under common ownership. Altruist or its affiliates do not provide legal, tax, or accounting services. Clients are encouraged to consult their personal tax advisors and legal counsel. © 2026 3030 S La Cienega Blvd, Culver City, CA 90232.
The information on this website is provided for general informational purposes only and should not be construed as investment, legal, accounting, or tax advice. It does not constitute an offer to sell, or a solicitation of an offer to buy, any security or investment product, and it is not directed to any person in any jurisdiction where such an offer, solicitation, or distribution would be unlawful.
Investing involves risk, including the possible loss of principal. Diversification and asset allocation do not ensure a profit or guarantee against loss. Past performance is not indicative of, and does not guarantee, future results. Advisory services are rendered only after the delivery of Altruist Advisors LLC's disclosure documents and the execution of an advisory agreement.
Form ADV
Form ADV Part 2A (the "brochure") and Part 2B are filed by Altruist Advisors LLC and describe its services, fees, conflicts of interest, business practices, and the background of its advisory personnel.
Altruist Advisors LLC IAPD profile · Colin Monteith IAPD profile · Form ADV Part 2A
Form CRS (Client Relationship Summary)
Form CRS (Client Relationship Summary) is a brief summary of the relationships and services offered through Altruist Advisors LLC, the fees and costs, the conflicts of interest, and the applicable standard of conduct. It also provides questions you may wish to ask.
Privacy policy
Altruist Advisors LLC privacy notice
Information submitted when scheduling a conversation is used solely to respond to your inquiry. Scheduling a conversation does not create an advisory relationship. Please do not include account numbers or other sensitive information.
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