Ignacio Jose Sunderland Portilla
Investment Adviser Representative at Alterna Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ignacio Jose Sunderland Portilla is an investment adviser representative with Alterna Wealth Management, Inc. in Houston, TX, where they have been registered since 2021, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California, Florida, Oregon, Pennsylvania, and Texas.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Florida, Oregon, Pennsylvania, Texas
- Broker:
8 states and territories
California, Delaware, Florida, Nevada, New York, Oregon, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Trinity UniversityAug 2013 – May 2019San Antonio, TX
- Argenta Capital Management, LLC DBA THE Summit GroupSep 2019 – Jun 2020San Antonio, TX
- UnemployedMay 2019 – Sep 2019San Antonio, TX
- Alterna Wealth Management, Inc.Jun 2020 – no end date reportedSan Antonio, TX
- Alterna Securities, Inc.Jun 2020 – no end date reportedSan Antonio, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Alterna Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Asset management and personalized financial planning; investment advisor representatives implement appropriate personalized financial plans for all clients' assets regardless of where those assets are held.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 30
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Houston, TX
- SEC file number:
- 801-71135
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 23, 2026
View full firm profileOther advisors at Alterna Wealth Management, Inc.
Showing 12 of 30 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ignacio Jose Sunderland Portilla has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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