Overview
Assets Under Management: $192 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 82
Average Client Assets: $2.0 million
Frequently Asked Questions
ALPERN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165268), ALPERN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ALPERN WEALTH MANAGEMENT, LLC is headquartered in PITTSBURGH, PA.
ALPERN WEALTH MANAGEMENT, LLC serves 82 high-net-worth clients according to their SEC filing dated April 18, 2018. View client details ↓
According to their SEC Form ADV, ALPERN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ALPERN WEALTH MANAGEMENT, LLC manages $192 million in client assets according to their SEC filing dated April 18, 2018.
According to their SEC Form ADV, ALPERN WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.66%
Average Client Assets: $2.0 million
Total Client Accounts: 376
Discretionary Accounts: 376
Regulatory Filings
CRD Number: 165268
Filing ID: 1206799
Last Filing Date: 2018-04-18 15:12:00