TrueAdvisor
TrueAdvisor
EM
EM

Emilio Mejia

Alterna Wealth Management, INC.
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Alterna Wealth Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
1,285 clients
Average Client Portfolio
$958K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only

Location

2800 Post Oak Blvd, Suite 6300, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Alterna Wealth Management, INC.
September 2008 - Present · 17 yrs 5 mos
Alterna Securities, INC.Broker
August 2008 - Present · 17 yrs 6 mos
Previous Registrations
Stanford Group Company
February 2001 - July 2008 · 7 yrs 5 mos
Stanford Group CompanyBroker
December 2000 - July 2008 · 7 yrs 7 mos
State Registrations8 states
ARAZCAFLMANMNVTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.