Alna Wealth Management

Overview

Alna Wealth Management is organized as a limited liability company under individual ownership and presents itself as a capital allocator that provides advisory services to individuals and small businesses. The firm reports offering financial planning, portfolio management, pension consulting-related services, and the selection of other advisers. Its stated fee models include both a percentage-of-assets arrangement and fixed fees. FINTRX data flags the firm as not active on ESG investing and not operating as a multi-state adviser; it is also listed as unclassified in the snapshot.

Assets & Accounts

Investments & Alternatives