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Patricia De Leon

ALTERNA WEALTH MANAGEMENT, INC.·HOUSTON, Texas
SIE, Series 7, Series 24, Series 52TO, Series 63, Series 99TOClean recordALTERNA WEALTH MANAGEMENT, INC.
2800 POST OAK BLVD, HOUSTON, TX 77056CRD# 5316157Firm CRD# 146153

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia De Leon · HOUSTON, TX
Registration
CRD #5316157 · ALTERNA WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ALTERNA WEALTH MANAGEMENT, INC.
CRD 146153 · SEC 801-71135
AUM
$861M
Regulatory assets under management
Employees
36
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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04

Frequently Asked Questions

What services does Patricia De Leon offer?
Patricia De Leon specializes in Investment Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are Patricia De Leon's credentials?
Patricia De Leon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia De Leon located?
Patricia De Leon is based in HOUSTON, Texas, working with ALTERNA WEALTH MANAGEMENT, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Patricia De Leon charge for services?
Patricia De Leon'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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Other Advisors at ALTERNA WEALTH MANAGEMENT, INC.

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Francisco Xavier Maza
HOUSTON, TX
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Jonathan Michael Wowak
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Jose Antonio Lau
HOUSTON, TX
Ivan Alberto Golac
HOUSTON, TX

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