TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
AD
AD
Antun Domit
Alterna Wealth Management, INC.
11 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
High 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
Loading...
Location
19134 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
February 2023
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Alterna Wealth Management, INC.
November 2016 - Present · 9 yrs 3 mos
Alterna Securities, INC.
Broker
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
Broker
May 2014 - January 2015 · 8 mos
State Registrations
4 states
AZ
CA
FL
TX
Advisor
Broker
Both
Exams
No exam information available for this advisor.