ALTERNA WEALTH MANAGEMENT, INC.
Latest filing: Apr 17, 2025 (115 days ago)
AUM
$1,231,485,679
43% change vs. 1 year ago
56% change vs. 3 years ago
144% change vs. 5 years ago
242% change vs. 10 years ago
Employee Count
51
42% change vs. 1 year ago
42% change vs. 3 years ago
155% change vs. 5 years ago
200% change vs. 10 years ago
Main Office
HOUSTON, TX
2800 POST OAK BLVD, HOUSTON, TX, UNITED STATES, 77056
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.4 |
| Total | $1.2 |
| Client | AUM |
|---|---|
| Retail | $0.8 |
| Pooled | $0.0 |
| Institutional | $0.4 |
| Total | $1.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 592 | $0.2 |
| Average Individual AUM | $327,139 | |
| HNW | 524 | $0.6 |
| Average HNW AUM | $1,192,448 | |
| Retail Total | 1,116 | $0.8 |
| Average Retail AUM | $733,431 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| PERSHING, LLC | JERSEY CITY-NJ-USA | $0.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.2 |
| Retail SMA AUM | $0.8 |
| Institutional SMA AUM | $0.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 4% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 13% | $0.2 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 6% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 71% | $0.9 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.1 |
| Other | 1% | $0.0 |
| Total | 100% | $1.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ALTERNA SECURITIES, INC. | $0.0 | broker-dealer | 41139 |
| ALTERNA INSURANCE SERVICES, INC. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
24 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| IGNACIO SUNDERLAND PORTILLA | HOUSTON | TX | S66|2021-07-24 | ||||||
| ADRIAN GONZALEZ VILLARREAL | HOUSTON | TX | S66|2011-10-14 | ||||||
| ANDRES MARRON | HOUSTON | TX | S66|2022-12-22 | ||||||
| ROBERTO CANO | HOUSTON | TX | S66|2023-01-30 | ||||||
| FRANCISCO MAZA | HOUSTON | TX | S63|1997-03-13|S66|2002-05-11 | CHARTERED FINANCIAL ANALYST | |||||
| JUAN ANDRADE FRICH | HOUSTON | TX | S65|2014-09-30|S63|2015-05-12 | ||||||
| ALBERTO VALDES | HOUSTON | TX | S63|2008-05-23|S65|2010-12-16 | ||||||
| ANTUN DOMIT | HOUSTON | TX | S66|2014-11-09 | ||||||
| MARCO RAZO TORRES | HOUSTON | TX | S66|2022-04-25 | ||||||
| BENJAMIN LOPEZ | HOUSTON | TX | S63|2000-05-05|S65|2006-07-18 | ||||||
| ALEJANDRO MATEOS GONZALEZ | HOUSTON | TX | S66|2021-11-01 | ||||||
| ROSARIO FLORES | HOUSTON | TX | S63|2018-11-16|S66|2020-11-24 | ||||||
| PATRICIO GOMEZ | HOUSTON | TX | S66|2022-08-13 | ||||||
| NOE HERNANDEZ | HOUSTON | TX | S66|2022-03-12 | ||||||
| SANTIAGO PADRUNO | HOUSTON | TX | S66|2019-11-01 | ||||||
| LUIS PADRUNO | HOUSTON | TX | S66|2006-08-29 | ||||||
| KURT JOSTEN | HOUSTON | TX | S66|1999-03-22 | ||||||
| RAUL CHAPA UGALDE | HOUSTON | TX | S66|2022-03-04 | ||||||
| RODRIGO ROMANO BAEZ | HOUSTON | TX | S66|2022-03-25 | ||||||
| JOSE MARIA CELORIO ALVAREZ | HOUSTON | TX | S63|2022-02-25|S65|2022-04-22 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $1.2 | $0.0 | 0% | 51 | 0 | 0% |
| 2025-04-21 | $1.2 | $0.0 | 0% | 51 | 0 | 0% |
| 2024-04-02 | $0.9 | $0.4 | 43% | 36 | 15 | 42% |
| 2023-04-04 | $0.7 | $0.6 | 85% | 36 | 15 | 42% |
| 2022-04-01 | $0.8 | $0.4 | 56% | 36 | 15 | 42% |
| 2021-04-05 | $0.6 | $0.6 | 108% | 36 | 15 | 42% |
| 2020-04-01 | $0.5 | $0.7 | 144% | 20 | 31 | 155% |
| 2019-04-01 | $0.4 | $0.8 | 188% | 20 | 31 | 155% |
| 2018-04-02 | $0.4 | $0.8 | 192% | 21 | 30 | 143% |
| 2017-04-01 | $0.4 | $0.9 | 227% | 21 | 30 | 143% |
| 2016-04-01 | $0.3 | $0.9 | 285% | 17 | 34 | 200% |
| 2015-04-01 | $0.4 | $0.9 | 242% | 17 | 34 | 200% |
| 2014-04-01 | $0.1 | $1.1 | 947% | 11 | 40 | 364% |
| 2013-04-01 | $0.1 | $1.1 | 944% | 11 | 40 | 364% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, AL-10/05/2023, AR-11/18/2024, AZ-01/22/2025, CA-03/30/2017, CO-10/05/2023, DE-04/03/2017, FL-01/04/2017, GA-10/05/2023, IA-11/18/2024, IN-10/05/2023, MN-12/12/2023, NM-04/17/2025, NV-09/25/2023, NY-10/16/2023, OR-10/05/2023, PA-10/05/2023, SD-10/05/2023, TN-10/05/2023, TX-02/23/2010, VA-10/05/2023, WA-11/07/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV