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 that has been SEC-registered since 2010. It operates as a corporation owned by a mix of a domestic entity and an individual, and charges clients on a percentage-of-AUM basis. The firm serves both individual and family clients as well as institutional relationships, focusing on portfolio management for individuals and small businesses. FINTRX flags Alterna as not being a capital allocator, and it does not present itself as an active ESG investor. The firm also maintains industry relationships with at least a broker-dealer and an insurance company.
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
1 of 1Jonathan Wowak
Chief Compliance OfficerCRD 5755578
Contacts
3 of 31
Emilio Mejia
Vice President, Branch ManagerCRD 4298693
Benjamin Lopez
Vice PresidentCRD 4108524
Santiago Padruno
Financial AdvisorCRD 7160449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$176M in ETFs
80%
$141M
13%
$34.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) | BlackRock | Passive | Intermediate Core Plus Bond | $11.7M | 253,902 | 6.65% |
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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