Altera Private Wealth LLC
Firm details
- Headquarters
- East Elmhurst, New York
- CRD number
- 336744
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Altera Private Wealth LLC is organized as an LLC and is privately owned by an individual. The firm bills primarily as a percentage of assets under management and lists a mix of advisory services that span financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, businesses or institutions, and pension consulting services. The firm identifies itself as an active ESG investor. It is not registered as a multi-state adviser and is not flagged as a capital allocator.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jasdeep Khera
Founder and CEOCRD 6560802
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
East Elmhurst, NY
Queens
Location
East Elmhurst, NY
Headquartered in East Elmhurst, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Queens
- Address
- 3001 81st St
- Time zone
- ET (UTC-5)
- Office locations
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