← Back to searchVisit website
ALTERNA WEALTH MANAGEMENT, INC.
CRD 146153 · SEC 801-71135
2800 POST OAK BLVD, SUITE 6300, HOUSTON, TX, 77056, United States
Phone
713-885-9843
Fax
713-885-9849
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.40B
Discretionary AUM
$861.4M
Team
55 total employees; 28 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 518 | $179.2M |
| High net worth individuals | 633 | $809.4M |
| Corporations/business entities | 165 | $412.8M |
States served
AL, AZ, AR, CA, CO, DE, GA, IN, IA, MN, NV, NM, NY, NC, OR, PA, TN, VA, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD