ALTERI WEALTH LLC

ALTERI WEALTH
WESTLAKE VILLAGE, California·3 registered advisors·CRD# 331100
SEC# 801-1302340805-809-0400
01

Firm Overview

AUM
$657M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at ALTERI WEALTH LLC

3 registered advisors
Alex G Markowitz
WESTLAKE VILLAGE, California
Michelle R Gruber
WESTLAKE VILLAGE, California
Veronica Hoy
WESTLAKE VILLAGE, California
05

Office Locations

WESTLAKE VILLAGE, California
3 advisors

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Data sourced from SEC Form ADV filings. ALTERI WEALTH LLC (CRD# 331100) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.