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 4 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
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.

CA, DE, FL, TX

Financial Advisors at Alterna Wealth Management, Inc.
Showing 1 - 10 of 22 top financial advisors.
1
Juan P. Andrade Frich
CRD#: 6349605
19134 Stone Oak Parkway, Suite 200, San Antonio, TX 78258

Juan Andrade Frich (CRD# 6349605) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has over 8 years of experience in the finance industry.

2
Antun Domit
CRD#: 6327183
19134 Stone Oak Parkway, Suite 200, San Antonio, TX 78258

Antun Domit (CRD# 6327183) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has over 8 years of experience in the finance industry.

3
Kurt L. Josten
CRD#: 3106327
19134 Stone Oak Parkway, Suite 200, San Antonio, TX 78258

Kurt Josten (CRD# 3106327) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has over 24 years of experience in the finance industry.

4
Benjamin J. Lopez
CRD#: 4108524
19134 Stone Oak Parkway, Suite 200, San Antonio, TX 78258

Benjamin Lopez (CRD# 4108524) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has over 23 years of experience in the finance industry.

5
Francisco X. Maza
CRD#: 2786574
2800 Post Oak Blvd, Suite 6300, Houston, TX 77056

Francisco Maza (CRD# 2786574) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 26 years of experience in the finance industry.

6
Emilio Mejia
CRD#: 4298693
2800 Post Oak Blvd, Suite 6300, Houston, TX 77056

Emilio Mejia (CRD# 4298693) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 22 years of experience in the finance industry.

7
Luis F. Padruno
CRD#: 2224259
2800 Post Oak Blvd, Suite 6300, Houston, TX 77056

Luis Padruno (CRD# 2224259) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 17 years of experience in the finance industry.

8
Alberto Valdes
CRD#: 5515605
2800 Post Oak Blvd, Suite 6300, Houston, TX 77056

Alberto Valdes (CRD# 5515605) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 15 years of experience in the finance industry.

9
Roberto Cano
CRD#: 7536747
19134 Stone Oak Parkway Suite 200, San Antonio, TX 78258

Roberto Cano (CRD# 7536747) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has 1 year of experience in the finance industry.

10
Jose Maria Celorio Alvarez
CRD#: 7395970
2800 Post Oak Blvd, Suite 6300, Houston, TX 77056

Jose Maria Celorio Alvarez (CRD# 7395970) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.

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