Jose Maria Celorio Alvarez

Alterna Wealth Management, INC.

4 Years of Experience

Broker

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

Get directions

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.

Employment History

Current Registrations

Alterna Wealth Management, INC.

June 2022 - Present · 3 yrs 8 mos

Alterna Securities, INC.Broker

August 2021 - Present · 4 yrs 6 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.