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Altere Financial, LLC

Altere Financial, LLC. CRD 332723

Altere Financial, LLC logo

CRD: 332723

Altere Financial, LLC

Houston, TX, 77057
7138996589
$55.2M Total AUM
$7.2M Disc. AUM
-- 3Y CAGR
3 Employees
37 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail
Platforms
--
Established Date
11-21-2024
Office Locations
3

Office Locations

1500 S Dairy Ashford Rd. Ste. 325 Houston TX
500 W 2ND St. Suite 1900 Austin TX
9450 Grogans Mill RD Suite 145 THE Woodlands TX

About Altere Financial, LLC

Altere Financial, LLC is a Texas-based advisory firm with offices in Houston, Austin, and The Woodlands. The firm provides financial planning and investment management, including estate and tax planning and insurance guidance, with a client focus that includes entrepreneurs. Portfolios emphasize asset allocation and risk management and are implemented largely with ETFs and public funds; custody through LPL Financial.

Team overview

46 AVG AGE
$55.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
1.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
3 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Radial north Optima Foundation

Client Personas

Frontier vertex

Custodian

Pioneer zenith Focus

Investment Themes

Legacy Eagle foundation

Investment Vehicles

Catalyst foundation Horizon

Services

Value Peak insight Frontier horizon Quantum Vertex Oak Frontier Matrix

Owner & Executives

ANDREW DAVID SHARP

ANDREW DAVID SHARP

Chief Compliance Officer, Chief Executive Officer, Managing Member

CRD
#4641317
Ownership
75% or more
(562) 937-5515
signal.eagle@momentumcapital.com
in linkedin.com/in/north-vertex
C

CHAD DAVID EVANS

Managing Member

CRD
#4808796
Ownership
10% but less than 25%
(507) 601-6453
momentum.bridge@vitalcapital.com
in linkedin.com/in/legacy-crest

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Contacts

C

Christopher Simon Sternau

--

CRD
#8189464
(533) 380-9996
peak.ember@quantumcapital.com
in linkedin.com/in/peak-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $7,184,727 --
Non-Discretionary $47,978,840 --
Total $55,163,567 --

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Separately Managed Accounts

Total SMA Asset: $55,163,567

$55.2M Total SMA
Equity - Exchange:
5.6%
Public Funds:
24.8%
Cash:
24.6%
U.S. Government/Agency:
26.2%
Corporate - Investment Grade:
18.8%
Asset class Assets Assets %
Equity - Exchange $172,336,097 5.6%
Public Funds $763,202,717 24.8%
Cash $757,047,856 24.6%
U.S. Government/Agency $806,286,741 26.2%
Corporate - Investment Grade $578,556,899 18.8%
Total $3,077,430,310 100.0%

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