RIA Intel›Advisers›Texas›ALTERNA WEALTH MANAGEMENT, INC.

ALTERNA WEALTH MANAGEMENT, INC.

Advisory

N·HOUSTON, TX

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+43.0%
3-Year CAGR
+16.0%
Employees
28
Assets Under Management
Total AUM$1.4B
Discretionary AUM$861M
Non-Discretionary AUM$540M
Discretionary %61.5%
Total Clients1,285
Team
Total Employees28
Investment Advisers55
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record51
First FilingFeb 16, 2010
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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