Alteri Wealth

RIASEC RegisteredEst. 2024
Total AUM
$566M
Discretionary
$543M
96% of AUM
Avg account
$421K
Accounts
1,344
Employees
7
Advisory reps
5

Firm details

Headquarters
Westlake Village, California
CRD number
331100
Registered since
May 23, 2024
Website
www.alteriwealth.com
Fee structure
Percentage of AUM
Client types
  • Individuals53.52%
  • HNWI43.71%
  • Corporations / Businesses1.81%
  • Pension & Profit Sharing Plans0.73%
  • Charitable Organizations0.23%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alteri Wealth is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm is privately owned by an individual and bills clients on a percentage-of-AUM basis. Its client base includes both individual and family clients as well as institutional relationships. Advisory services listed include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of outside advisers. The firm describes itself as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Public Funds/Mutual Funds 26%, State & Local Bonds 8%, Other 3%, US Government Bonds 2%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%57%
  • Exchange Traded Equities57%
  • Public Funds/Mutual Funds26%
  • State & Local Bonds8%
  • Other3%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Veronica Hoy

    Veronica Hoy

    Chief Operating OfficerCRD 2777976

Contacts

3 of 4

  • Roseann Higgins

    Registered RepresentativeCRD 2300684

  • Michelle Gruber

    Michelle Gruber

    Founder & Managing PartnerCRD 4587154

  • Alex Markowitz

    Alex Markowitz

    FounderCRD 5891998

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 128

Active vs passive

$109M in ETFs

Passive

71%

$77.5M

Active

19%

$32M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN)State StreetActiveBank Loan$4.1M100,9153.71%
Unlock additional holdings →

Location

Primary office

Westlake Village, CA

Ventura

Location

Westlake Village, CA

Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
4195 E Thousand Oaks Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

FMB Wealth Management

RIA

Westlake Village, CA

AUM $616MTEAM 12REPS 8

Cruden Bay Investment Management, LLC

RIA

Westlake Village, CA

AUM $663MTEAM 4REPS 4

Alliance Advisory & Securities, LLC

RIA

Westlake Village, CA

AUM $687MTEAM 21REPS 16

Oak Asset Management, LLC

RIA

Westlake Village, CA

AUM $414MTEAM 4REPS 4

Williams & Novak Wealth Management, LLC

RIA

Westlake Village, CA

AUM $343MTEAM 8REPS 4

Manchester Financial Inc

RIA

Westlake Village, CA

AUM $1BTEAM 19REPS 11
More RIAs in Westlake Village →All California RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth