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Deborah Horton Wells

ALPERN WEALTH MANAGEMENT, LLC·PITTSBURGH, Pennsylvania
Unclaimed Profile
339 SIXTH AVENUE, PITTSBURGH, PA 15222CRD# 4828061Firm CRD# 165268
01

About

Deborah Horton Wells is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with ALPERN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ALPERN WEALTH MANAGEMENT, LLC
ALPERN WEALTH MANAGEMENT, LLC
AUM
$187M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ALPERN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF CLIENT NET WORTH/ANNUAL INCOME; SOLICITOR/REFERRAL
Regulatory
SEC/IARD CRD# 4828061
Firm CRD# 165268
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deborah Horton Wells offer?
Deborah Horton Wells specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Deborah Horton Wells's credentials?
Deborah Horton Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deborah Horton Wells located?
Deborah Horton Wells is based in PITTSBURGH, Pennsylvania, working with ALPERN WEALTH MANAGEMENT, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Deborah Horton Wells charge for services?
Deborah Horton Wells's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of client net worth/annual income; solicitor/referral. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALPERN WEALTH MANAGEMENT, LLC?
ALPERN WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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