RIA Intel›Advisers›Texas›ALTERE FINANCIAL, LLC

ALTERE FINANCIAL, LLC

Advisory

HOUSTON, TX

Data as of Jan 13, 2026 · Source: SEC Form ADV

Rank in TX

#1,700

of 2,813 advisers by AUM

Average account

$836K

across 66 accounts

AUM per adviser

$55M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$55M

Discretionary %

13%

Clients

37

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$55M

Discretionary AUM$7M

Non-Discretionary AUM$48M

Discretionary %13%

Total Clients37

Team

Total Employees3

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

34 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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RANGER INTERNATIONAL MANAGEMENT (TX), LP

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HARVESTER WEALTH, LLC

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