ALPERN WEALTH MANAGEMENT, LLC

PITTSBURGH, Pennsylvania·13 registered advisors·CRD# 165268
SEC# 801-771470412-224-2235
01

Firm Overview

AUM
$187M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF CLIENT NET WORTH/ANNUAL INCOME; SOLICITOR/REFERRAL
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALPERN WEALTH MANAGEMENT, LLC

13 registered advisors
Adam Gregory Yofan
PITTSBURGH, Pennsylvania
Alexander Paul
PITTSBURGH, Pennsylvania
David Neal Kaplan
PITTSBURGH, Pennsylvania
Deborah Horton Wells
PITTSBURGH, Pennsylvania
Emanuel Victor Dinatale
PITTSBURGH, Pennsylvania
Kimberly Perry Griffith
PITTSBURGH, Pennsylvania
Lawrence Joseph Sipos
PITTSBURGH, Pennsylvania
Margaret Joyce Tanney
PITTSBURGH, Pennsylvania
Robert Miller Brown
PITTSBURGH, Pennsylvania
Roger Alan Cox
PITTSBURGH, Pennsylvania
Sean Michael Brennan
PITTSBURGH, Pennsylvania
Thomas James Menk
PITTSBURGH, Pennsylvania
Vito Nmn Cedro
PITTSBURGH, Pennsylvania
05

Office Locations

PITTSBURGH, Pennsylvania
13 advisors

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Data sourced from SEC Form ADV filings. ALPERN WEALTH MANAGEMENT, LLC (CRD# 165268) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.