Alterna Wealth Management, INC.

Assets Under Management

$1.2B

Number of Clients

1,285

Number of Advisors

24

Average Client AUM

$958K

AUM per Advisor

$51.3M

Compensation

Fee-Only (AUM)

About This Firm

Alterna Wealth offers investment advisory and consulting services, designing and implementing personalized investment strategies. They manage portfolios with a global approach, continuously reviewing investment instruments in international markets. The firm constructs dynamic models/strategies of selected securities, allowing for a range of investing styles.

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Areas of Practice
Investment ManagementHigh Net Worth
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Location

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

24 Advisors at this firm

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