Alterna Wealth Management, Inc.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 146153
- Registered since
- February 23, 2010
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.76%
- Corporations / Businesses29.46%
- Individuals12.79%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Alterna Wealth Management, Inc. is an independent, SEC-registered advisory corporation (registered in 2010) that manages accounts for individuals, families and some institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management services geared toward individuals and small businesses. Alterna is not positioned as a capital allocator and does not identify as an active ESG investor. It maintains relationships with a broker-dealer and insurance company as part of its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds71%
- US Government Bonds13%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents5%
- Exchange Traded Equities4%
Owners & executives
1 of 1Jonathan Wowak
Chief Compliance OfficerCRD 5755578
Contacts
3 of 31Benjamin Lopez
Vice PresidentCRD 4108524
Juan Andrade Frich
Registered RepresentativeCRD 6349605
Francisco Maza
PresidentCRD 2786574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$177M in ETFs
80%
$141M
13%
$36M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) | BlackRock | Passive | Intermediate Core Plus Bond | $11.7M | 253,902 | 6.60% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 2800 Post Oak Blvd
- Time zone
- CT (UTC-6)
- Office locations
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