Alteri Wealth LLC
● SEC registered since 2024CRD 331100SEC# 801-130234Westlake Village, CA
Reg. AUM
$566.1M
Employees
7
Accounts
1,344
Location
Westlake Village, CA
Alteri Wealth LLC assets under management
Alteri Wealth LLC is an SEC-registered investment adviser based in Westlake Village, CA. The firm has been registered since 2024. It reports $566.1 million in regulatory assets under management and employs 7 people.
Alteri Wealth LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex G Markowitz Control | Founding Member And Manager | 50-75% | 2024 |
| Michelle R Gruber Control | Founding Member And Manager | 50-75% | 2024 |
| Roseann Higgins | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Alteri Wealth LLC manage?
Alteri Wealth LLC reports $566.1 million in regulatory assets under management on its Form ADV.
How many employees does Alteri Wealth LLC have?
Alteri Wealth LLC reports 7 employees.
Where is Alteri Wealth LLC located?
Alteri Wealth LLC is based in Westlake Village, CA and has been SEC-registered since 2024.
Does Alteri Wealth LLC disclose fund performance?
Alteri Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4195 East Thousand Oaks Blvd., Suite 250, Westlake Village, CA 91362 |
| Phone | 805-809-0400 |
| Office hours | 9:00 To 4:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$566.1M▼ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$566.1Mregulatory AUM
Discretionary $543.4MNon-discretionary $22.8M