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, SEC-registered investment adviser organized as a corporation and on the registry since 2010. The firm serves individuals, families and select institutional clients, charging fees based on a percentage of assets under management and focusing its advisory work on portfolio management for individuals and small businesses. Alterna maintains affiliations with broker-dealers and insurance companies and is owned through a mix of domestic-entity and individual ownership. It does not identify as an active ESG investor and is not classified as a capital allocator.
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 Funds71%
- US Government Bonds13%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents5%
- Exchange Traded Equities4%
Owners & executives
1 of 1JONATHAN WOWAK
Chief Compliance OfficerCRD 5755578
Contacts
3 of 32BENJAMIN LOPEZ
Vice PresidentCRD 4108524
JUAN ANDRADE FRICH
Registered RepresentativeCRD 6349605
FRANCISCO MAZA
PresidentCRD 2786574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$132M in ETFs
88%
$117M
9%
$15.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD) | BlackRock | Passive | Short Term Bond | $7.4M | 147,022 | 5.61% |
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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