Altere Financial, LLC

Overview

Altere Financial, LLC is an independent, Texas-registered wealth advisory firm organized as an LLC and owned by an individual principal. The firm focuses on serving individuals and families and provides financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses, and other institutions, plus manager selection services. Its fee model includes percentage-of-AUM billing as well as hourly and fixed fees. Altere acts as a capital allocator—sourcing and placing client capital with third-party managers where appropriate—and lists an accounting affiliation among its industry ties. The firm does not identify as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices