Alterna Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 27, 2026, reports $1.4B in regulatory assets under management, 55 employees, 1 office, and 1,316 accounts.
Assets Under Management
$1.4B
Employees
55
Offices
1 office
Total Clients
1,316
Primary office
HOUSTON, TX
2800 POST OAK BLVD, SUITE 6300, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.1% of total clients.
Top client categories% of clientsClients
1
HNWI
48.1%
633
2
Individuals
39.4%
518
3
Corporations
12.5%
165
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 27, 2026
Discretionary61.5%
$861M
61% of total RAUM61.5%
Non-discretionary38.5%
$540M
39% of total RAUM38.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts1,316
10Y AUM Change+$1.0B (+272.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees55
Clients per Employee24:1
10Y Employee Change+34 (+161.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.