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ALTERI WEALTH
ALTERI WEALTH LLC
CRD 331100 · SEC 801-130234
4195 EAST THOUSAND OAKS BLVD., SUITE 250, WESTLAKE VILLAGE, CA, 91362, United States
Phone
805-809-0400
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$566.1M
Discretionary AUM
$543.4M
Team
7 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 308 | $303.0M |
| High net worth individuals | 20 | $247.4M |
| Pension/profit sharing plans | 5 | $4.1M |
| Charitable organizations | 2 | $1.3M |
| Corporations/business entities | 15 | $10.2M |
States served
AZ, CA, CO, DE, NV, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD