Alpern Wealth Management, LLC

Alpern Wealth Management, LLC (CRD# 165268) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $211,647,997 in 321 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $659,340
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Showing 1 - 2 of 2 top financial advisors.
1
Adam G. Yofan
CRD#: 4392395
Two Gateway Center, 603 Stanwix Street, Suite 1640, Pittsburgh, PA 15222
93
Wealthminder
score

Adam Yofan (CRD# 4392395) is an Investment Advisor Representative working at Alpern Wealth Management, LLC in Pittsburgh, PA and has over 15 years of experience in the finance industry.

2
Vito N. Cedro
CRD#: 2930533
Two Gateway Center, 603 Stanwix Street, Suite 1640, Pittsburgh, PA 15222
83
Wealthminder
score

Vito Cedro (CRD# 2930533) is an Investment Advisor Representative working at Alpern Wealth Management, LLC in Pittsburgh, PA and has over 19 years of experience in the finance industry.

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