Alterna Wealth Management, INC.
Houston, TX·SEC-registered · CRD #146153
Alterna Wealth Management, INC. is an SEC-registered investment advisory firm in Houston, TX managing $1.4B across 1.7k client accounts, with 28 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
1.7k
Advisory staff
28
Fee model
Fee-only
How Alterna Wealth Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Alterna Wealth Management, INC.
How much does Alterna Wealth Management, INC. manage?
Per its most recent SEC Form ADV filing (03/27/2026), Alterna Wealth Management, INC. reports $1.4B in regulatory assets under management across roughly 1.7k client accounts.
How does Alterna Wealth Management, INC. charge?
Alterna Wealth Management, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Alterna Wealth Management, INC. a fiduciary?
Yes. Alterna Wealth Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #146153), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Alterna Wealth Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Alterna Wealth Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Houston, TX
Profile compiled from Alterna Wealth Management, INC.'s public SEC Form ADV filing (CRD #146153, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Alterna Wealth Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Alterna Wealth Management, INC.? Claim this profile.