Felipe Sanchez Alcocer

Alterna Wealth Management, INC.

1 Year of Experience

BrokerSells Insurance

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.

Other Business ActivitiesSells Insurance

Felipe is a licensed insurance agent with Alterna Insurance Services, Inc., offering life insurance policies to customers. This activity requires minimal time commitment.

Employment History

Current Registrations

Alterna Wealth Management, INC.

June 2024 - Present · 1 yr 8 mos

Alterna Securities, INC.Broker

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Alterna Securities, INC.Broker

July 2023 - August 2023 · 1 mo

State Registrations3 states

FLNYTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.