ALTERNA WEALTH MANAGEMENT, INC.

2800 Post Oak Blvd
Suite 6300
Houston, Texas 77056
Tel: 713-885-9843

About ALTERNA WEALTH MANAGEMENT, INC.

ALTERNA WEALTH MANAGEMENT, INC, formally registered with the SEC as ALTERNA WEALTH MANAGEMENT, INC. The firm was established in 02/23/2010. They have over 2 offices throughout the country.

ALTERNA WEALTH MANAGEMENT, INC. is a Houston, Texas based Financial Planning firm with nearly $860,968,953 assets under management, offering retirement planning & investment advisory services to 1019 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146153
SEC#	801-71135
Assets Managed by Firm	$860,968,953
No. of Clients	1019
No. of Advisors	36

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1019	$860,968,953
Individuals (other than high net worth individuals)	235	$72,340,139
High net worth individuals	641	$496,103,224
Corporations or other businesses	158	$292,525,590

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