| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex G Markowitz Control | Founding Member And Manager | 50-75% | 2024 |
| Michelle R Gruber Control | Founding Member And Manager | 50-75% | 2024 |
| Roseann Higgins | Chief Compliance Officer | Under 5% | 2024 |
Alteri Wealth LLC reports $771.3 million in regulatory assets under management on its Form ADV.
Alteri Wealth LLC reports 7 employees.
Alteri Wealth LLC is based in Westlake Village, CA and has been SEC-registered since 2024.
Alteri Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4195 East Thousand Oaks Blvd., Suite 250, Westlake Village, CA 91362 |
| Phone | 805-809-0400 |
| Office hours | 9:00 To 4:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $462.4M |
| Non-discretionary | $308.8M |
| Total (RAUM) | $771.3M |