PPrivate Fund Data Log in Join · $37/mo

Alterna Wealth Management, Inc.

● SEC registered since 2010CRD 146153SEC# 801-71135Houston, TX
Export (members)
Reg. AUM
$1.23B
Employees
51
Accounts
1,285
Location
Houston, TX

Alterna Wealth Management, Inc. assets under management

Alterna Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2010. It reports $1.2 billion in regulatory assets under management and employs 51 people.
www.alternawealthmanagement.comView on SEC.gov ↗

Alterna Wealth Management, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Alterna Holdings, Inc. ControlOwnerOver 75%2007
Benjamin Jorge Lopez ControlDirector Of Wealth ManagementUnder 5%2016
Francisco Xavier Maza ControlChief Executive OfficerUnder 5%2021
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Alterna Wealth Management, Inc. manage?

Alterna Wealth Management, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Alterna Wealth Management, Inc. have?

Alterna Wealth Management, Inc. reports 51 employees.

Where is Alterna Wealth Management, Inc. located?

Alterna Wealth Management, Inc. is based in Houston, TX and has been SEC-registered since 2010.

Does Alterna Wealth Management, Inc. disclose fund performance?

Alterna Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2800 Post Oak Blvd, Suite 6300, Houston, TX 77056
Phone713-885-9843
Fax713-885-9849
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1767699
Discloses disciplinary historyNo

Assets under management

Discretionary$799.6M
Non-discretionary$431.9M
Total (RAUM)$1.23B