Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > ALTERNA WEALTH MANAGEMENT, INC.
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 |
More Retirement Planning firms in Houston, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Houston, Texas