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Building 2ALPERN WEALTH MANAGEMENT, LLC

Map pinPITTSBURGH, PA
Phone412-224-2235
NotebookSEC #801-77147
Total AUM
$187.4M
Employees
3
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO GATEWAY CENTER
603 STANWIX STREET, SUITE 1640
PITTSBURGH
PA 15222
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
412-224-2235

ReceiptFinancials

Total AUM
$187.4M
Accounts
289
Discretionary
$187.4M
Accounts
289
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$22.7M
HNW Individual Clients
46
AUM
$162.5M
Corporation or Business Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF CLIENT NET WORTH/ANNUAL INCOME; SOLICITOR/REFERRAL

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILNCOHPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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