Alterna Wealth Management, Inc.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 146153
- Registered since
- February 23, 2010
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.76%
- Corporations / Businesses29.46%
- Individuals12.79%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Alterna Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2010. The firm serves individuals, families and select institutional clients, providing portfolio management services for individuals and small businesses. It bills primarily on a percentage-of-assets-under-management basis. Ownership is described as a combination of a domestic entity and an individual. Alterna reports relationships with a broker-dealer and with insurance companies as part of its industry affiliations. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- US Government Bonds10%
- Investment Grade Corp Bonds4%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$178M in ETFs
79%
$140M
13%
$37.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $13.6M | 17,788 | 7.67% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 2800 Post Oak Blvd
- Time zone
- CT (UTC-6)
- Office locations
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