Alterna Wealth Management, Inc.

Alterna Wealth Management, Inc. (CRD# 146153) is a financial advisory firm headquartered in Houston, TX. They manage $666,200,115 in 791 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    666
    MILLION
  • Total Number of Accounts
    791
    ACCOUNTS
  • Average Account Value
    $842,225
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, DE, FL, GA, IN, MN, NV, NY, OR, PA, SD, TN, TX, VA, WA

Financial Advisors at Alterna Wealth Management, Inc.
Showing 21 - 22 of 22 top financial advisors.
21
Mariano Romero Reynaud
CRD#: 6973096
2800 Post Oak Blvd, Suite 6300, Houston, TX 77056

Mariano Romero Reynaud (CRD# 6973096) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 5 years of experience in the finance industry.

22
Ignacio J. Sunderland Portilla
CRD#: 7197912
2800 Post Oak Blvd, Suite 6300, Houston, TX 77056

Ignacio Sunderland Portilla (CRD# 7197912) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 2 years of experience in the finance industry.

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