Unclaimed Profile

Jonathan Michael Wowak

ALTERNA WEALTH MANAGEMENT, INC.·HOUSTON, Texas

Series 65Clean record12 years registeredALTERNA WEALTH MANAGEMENT, INC.

2800 POST OAK BLVD, HOUSTON, TX 77056CRD# 5755578Firm CRD# 146153

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Michael Wowak · HOUSTON, TX

Registration

CRD #5755578 · ALTERNA WEALTH MANAGEMENT, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALTERNA WEALTH MANAGEMENT, INC.

FORTIS ADVISORS, LLC

Nov 2013 – Aug 2018

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 11, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTERNA WEALTH MANAGEMENT, INC.

CRD 146153 · SEC 801-71135

AUM

$861M

Regulatory assets under management

Employees

1,019 client accounts

Services offered by ALTERNA WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALTERNA WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jonathan Michael Wowak offer?

Jonathan Michael Wowak specializes in Investment Management, Fee-Only Advisory.

What are Jonathan Michael Wowak's credentials?

Jonathan Michael Wowak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Michael Wowak located?

Jonathan Michael Wowak is based in HOUSTON, Texas, last registered with ALTERNA WEALTH MANAGEMENT, INC..

How does Jonathan Michael Wowak charge for services?

Jonathan Michael Wowak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTERNA WEALTH MANAGEMENT, INC.?

ALTERNA WEALTH MANAGEMENT, INC. has approximately 36 employees and manages $861M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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