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ALTERNA WEALTH MANAGEMENT, INC.
CRD 146153File 801-71135
APPROVED
Retail clients
Filing as of Sep 23, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 51 | 55 | increased by4 |
| Apr 1, 2026 | Clients | 1,285 | 1,316 | increased by31 |
| Apr 1, 2026 | AUM | $1,231,485,679 | $1,401,363,335 | increased by$169,877,656 |
| Apr 1, 2026 | Accounts | 1,285 | 1,316 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 36 | 51 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 650 | 1,285 | increased by635 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $788,789,951 | $1,231,485,679 | increased by$442,695,728 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 650 | 1,285 | increased by635 |
| Apr 1, 2022 | Clients | 384 | 650 | increased by266 |
| Apr 1, 2022 | AUM | $591,592,049 | $788,789,951 | increased by$197,197,902 |
| Apr 1, 2022 | Accounts | 383 | 650 | increased by267 |
| Jun 1, 2021 | Custody | Yes | No | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALTERNA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALTERNA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.