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).
Total Assets Under Management212MILLION
Total Number of Accounts321ACCOUNTS
Average Account Value$659,340
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CO, FL, IL, NC, NH, OH, PA, TX
Adam Yofan (CRD# 4392395) is an Investment Advisor Representative working at Alpern Wealth Management, LLC in Pittsburgh, PA and has over 16 years of experience in the finance industry.
Vito Cedro (CRD# 2930533) is an Investment Advisor Representative working at Alpern Wealth Management, LLC in Pittsburgh, PA and has over 20 years of experience in the finance industry.