Alterna Wealth Management, Inc.

Alterna Wealth Management, Inc. (CRD# 146153) is a financial advisory firm headquartered in Houston, TX. They manage $666,200,115 in 791 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    666
    MILLION
  • Total Number of Accounts
    791
    ACCOUNTS
  • Average Account Value
    $842,225
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, DE, FL, GA, IN, MN, NV, NY, OR, PA, SD, TN, TX, VA, WA

Financial Advisors at Alterna Wealth Management, Inc.
Showing 1 - 10 of 22 top financial advisors.
1
Juan P. Andrade Frich
CRD#: 6349605
19134 Stone Oak Parkway, Suite 200, San Antonio, TX 78258

Juan Andrade Frich (CRD# 6349605) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has over 9 years of experience in the finance industry.

2
Antun Domit
CRD#: 6327183
19134 Stone Oak Parkway, Suite 200, San Antonio, TX 78258

Antun Domit (CRD# 6327183) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has over 9 years of experience in the finance industry.

3
Kurt L. Josten
CRD#: 3106327
19134 Stone Oak Parkway, Suite 200, San Antonio, TX 78258

Kurt Josten (CRD# 3106327) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has over 25 years of experience in the finance industry.

4
Benjamin J. Lopez
CRD#: 4108524
19134 Stone Oak Parkway, Suite 200, San Antonio, TX 78258

Benjamin Lopez (CRD# 4108524) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has over 23 years of experience in the finance industry.

5
Francisco X. Maza
CRD#: 2786574
2800 Post Oak Blvd, Suite 6300, Houston, TX 77056

Francisco Maza (CRD# 2786574) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 27 years of experience in the finance industry.

6
Emilio Mejia
CRD#: 4298693
2800 Post Oak Blvd, Suite 6300, Houston, TX 77056

Emilio Mejia (CRD# 4298693) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 23 years of experience in the finance industry.

7
Luis F. Padruno
CRD#: 2224259
2800 Post Oak Blvd, Suite 6300, Houston, TX 77056

Luis Padruno (CRD# 2224259) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 17 years of experience in the finance industry.

8
Alberto Valdes
CRD#: 5515605
2800 Post Oak Blvd, Suite 6300, Houston, TX 77056

Alberto Valdes (CRD# 5515605) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 15 years of experience in the finance industry.

9
Roberto Cano
CRD#: 7536747
19134 Stone Oak Parkway Suite 200, San Antonio, TX 78258

Roberto Cano (CRD# 7536747) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has 1 year of experience in the finance industry.

10
Jose Maria Celorio Alvarez
CRD#: 7395970
2800 Post Oak Blvd, Suite 6300, Houston, TX 77056

Jose Maria Celorio Alvarez (CRD# 7395970) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 2 years of experience in the finance industry.

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