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ALTERNA WEALTH MANAGEMENT, INC.
ALTERNA WEALTH MANAGEMENT, INC.
HOUSTON, Texas
·
6 registered advisors
·
CRD# 146153
SEC# 801-71135
1
713-885-9843
01
Firm Overview
AUM
$861M
Regulatory assets under management
Employees
36
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at ALTERNA WEALTH MANAGEMENT, INC.
6 registered advisors
Benjamin Jorge Lopez
HOUSTON, Texas
CRD# 4108524
Francisco Xavier Maza
HOUSTON, Texas
CFA
CRD# 2786574
Ivan Alberto Golac
HOUSTON, Texas
CRD# 2800489
Jonathan Michael Wowak
HOUSTON, Texas
CRD# 5755578
Jose Antonio Lau
HOUSTON, Texas
CRD# 5207401
Patricia De Leon
HOUSTON, Texas
CRD# 5316157
05
Office Locations
HOUSTON, Texas
6 advisors
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Data sourced from SEC Form ADV filings. ALTERNA WEALTH MANAGEMENT, INC. (CRD# 146153) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.