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ALTERNA WEALTH MANAGEMENT, INC.
CRD 146153File 801-71135
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.40B
Above cohort median (national)
Discretionary AUM
$861.4M
Non-discretionary $540.0M
Clients
1,316
1,316 accounts
Employees
55
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 23, 2010
- Principal office
- 2800 POST OAK BLVD, SUITE 6300, HOUSTON, TX, 77056
- Phone
- 713-885-9843
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.40B
- Discretionary AUM
- $861.4M
- Non-discretionary AUM
- $540.0M
- Discretionary accounts
- 961
- Non-discretionary accounts
- 355
- Total accounts
- 1,316
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 165 | $412.8M |
| High net worth individuals | 633 | $809.4M |
| Individuals (other than high net worth individuals) | 518 | $179.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.