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Building 2ALTERNA WEALTH MANAGEMENT, INC.

Map pinHOUSTON, TX
Phone713-885-9843
NotebookSEC #801-71135
Total AUM
$1.4B
Employees
55
Clients
1,316

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2800 POST OAK BLVD
SUITE 6300
HOUSTON
TX 77056
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
713-885-9843
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,316
Discretionary
$861.4M
Accounts
961
Non-Discretionary
$540M
Accounts
355

ContactClients

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Individual Clients
518
AUM
$179.2M
HNW Individual Clients
633
AUM
$809.4M
Corporation or Business Clients
165
AUM
$412.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACODEFLGAIAINMNNCNMNVNYORPASDTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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