Alteri Wealth
Firm details
- Headquarters
- Westlake Village, California
- CRD number
- 331100
- Registered since
- May 23, 2024
- Website
- www.alteriwealth.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals53.52%
- HNWI43.71%
- Corporations / Businesses1.81%
- Pension & Profit Sharing Plans0.73%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Alteri Wealth is an independent, SEC-registered registered investment adviser organized as an LLC. The firm operates as a capital allocator for a mix of individual, family and institutional clients and charges fees based on a percentage of assets under management. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of third‑party advisers. The firm is owned by an individual and reports it does not pursue active ESG investing and is not a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds26%
- State & Local Bonds8%
- Other3%
- US Government Bonds2%
Owners & executives
1 of 1
Veronica Hoy
Chief Operating OfficerCRD 2777976
Contacts
3 of 4Roseann Higgins
Registered RepresentativeCRD 2300684
Michelle Gruber
Founder & Managing PartnerCRD 4587154
Alex Markowitz
FounderCRD 5891998
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$95.7M in ETFs
72%
$68.8M
21%
$26.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN) | State Street | Active | Bank Loan | $3.9M | 97,754 | 4.10% |
Location
Westlake Village, CA
Ventura
Location
Westlake Village, CA
Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 4195 E Thousand Oaks Blvd
- Time zone
- PT (UTC-8)
- Office locations
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