Alterna Wealth Management, Inc.
Alterna Wealth Management, Inc. (CRD# 146153) is a financial advisory firm headquartered in Houston, TX. They manage $860,968,953 in 1,019 accounts and serve the financial needs of clients across 17 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management861MILLION
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Total Number of Accounts1,019ACCOUNTS
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Average Account Value$844,916
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
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.
21
Mariano Romero Reynaud (CRD# 6973096) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 5 years of experience in the finance industry.
22
Ignacio Sunderland Portilla (CRD# 7197912) 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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