Alpern Wealth Management, LLC
Alpern Wealth Management, LLC (CRD# 165268) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $192,210,652 in 376 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management192MILLION
-
Total Number of Accounts376ACCOUNTS
-
Average Account Value$511,199
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, FL, IL, NC, NH, OH, PA, TX
Financial Advisors at Alpern Wealth Management, LLC
No Advisor Found.
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