Alternativ announced it raised $27.4 Million in an initial filing from an offering of $27.4 Million

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Alternativ Wealth and Compound have merged to form Compound Planning, a $1B+ digital family office. Compound Planning is designed for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience. We are your family office—a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most. With over $1 billion in assets under management, Compound Planning is the go-to wealth manager for the next generation of wealth. Disclaimer: Atomi Financial Group, Inc. dba Alternativ Wealth (“Alternativ Wealth”) is an SEC-registered investment adviser based in Irvine, CA. The information contained herein is intended to offer general information and should not be interpreted as providing personalized investment advice for compensation or as a solicitation to engage in any particular securities transactions. Nothing stated on this LinkedIn page is intended to constitute legal, tax, or investment advice or any professional advice for that matter. Any subsequent, direct communication by Alternativ Wealth to a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.