ALNA WEALTH MANAGEMENT

Overview

Alna Wealth Management is organized as a limited liability company with an individual owner. The firm functions as a capital allocator and provides a mix of advisory services focused on private clients and small businesses. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm charges clients either a percentage of assets under management or fixed fees. Alna does not identify itself as an active ESG investor, and it is not registered as a multi-state adviser. The firm is listed as "Unclassified" in available profiles and is not described as newly formed.

Assets & Accounts

Location & Offices