WESTLAKE VILLAGE, CACRD 331100Latest ADV February 24, 2026
Alteri Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated February 24, 2026, reports $566M in regulatory assets under management, 7 employees, and 1,344 accounts.
Assets Under Management
$566M
Employees
7
Offices
--
Total Clients
350
Primary office
WESTLAKE VILLAGE, CA
4195 EAST THOUSAND OAKS BLVD., SUITE 250, WESTLAKE VILLAGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.0% of total clients.
Top client categories% of clientsClients
1
Individuals
88.0%
308
2
HNWI
5.7%
20
3
Corporations
4.3%
15
4
Pension Plans
1.4%
5
5
Charitable
0.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$566Mas of February 24, 2026
Discretionary96.0%
$543M
96% of total RAUM96.0%
Non-discretionary4.0%
$23M
4% of total RAUM4.0%
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.
Total AUM$566M
Total Accounts1,344
10Y AUM Change+$566M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee50:1
10Y Employee Change0 (0.0%)
* 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.