Overview
Assets Under Management: $1.2 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 524
Average Client Assets: $1 million
Frequently Asked Questions
ALTERNA WEALTH MANAGEMENT, INC. 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 #146153), ALTERNA WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
ALTERNA WEALTH MANAGEMENT, INC. is headquartered in HOUSTON, TX.
ALTERNA WEALTH MANAGEMENT, INC. serves 524 high-net-worth clients according to their SEC filing dated August 21, 2025. View client details ↓
According to their SEC Form ADV, ALTERNA WEALTH MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
ALTERNA WEALTH MANAGEMENT, INC. manages $1.2 billion in client assets according to their SEC filing dated August 21, 2025.
According to their SEC Form ADV, ALTERNA WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 524
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.74
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,285
Discretionary Accounts: 927
Non-Discretionary Accounts: 358
Regulatory Filings
CRD Number: 146153
Filing ID: 2011103
Last Filing Date: 2025-08-21 15:22:00
Website: https://gryphongroup.us