Alterna Wealth Management, Inc.
● SEC registered since 2010CRD 146153SEC# 801-71135Houston, TX
Reg. AUM
$1.4B
Employees
55
Accounts
1,316
Location
Houston, TX
Alterna Wealth Management, Inc. assets under management
Alterna Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2010. It reports $1.4 billion in regulatory assets under management and employs 55 people.
Alterna Wealth Management, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alterna Holdings, Inc. Control | Owner | Over 75% | 2007 |
| Benjamin Jorge Lopez Control | Director Of Wealth Management | Under 5% | 2016 |
| Francisco Xavier Maza Control | Chief Executive Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Alterna Wealth Management, Inc. manage?
Alterna Wealth Management, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Alterna Wealth Management, Inc. have?
Alterna Wealth Management, Inc. reports 55 employees.
Where is Alterna Wealth Management, Inc. located?
Alterna Wealth Management, Inc. is based in Houston, TX and has been SEC-registered since 2010.
Does Alterna Wealth Management, Inc. disclose fund performance?
Alterna Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2800 Post Oak Blvd, Suite 6300, Houston, TX 77056 |
| Phone | 713-885-9843 |
| Fax | 713-885-9849 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1767699 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.4B▲ 63%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$1.4Bregulatory AUM
Discretionary $861.4MNon-discretionary $540M