ALTERNA WEALTH MANAGEMENT, INC.
SEC RegisteredWelcome to Alterna Wealth Management
About the firm
Alterna Wealth Management is a registered investment advisor helping customers preserve and increase their capital. The firm works closely with clients to create a financial plan that meets their needs and objectives, developing personalized investment strategies based on each client's financial condition.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Clients seeking personalized financial plans and investment strategies based on their individual needs, objectives, lifestyle, and personal circumstances.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 518 | $179M |
| High Net Worth Individuals | 633 | $809M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
30 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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. ALTERNA WEALTH MANAGEMENT, INC. 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 the SEC or FINRA websites before making any decision.