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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
About Alteri Wealth
Alteri Wealth is an independent RIA providing wealth management and family office services for busy, high-net-worth households and retirees with complex needs, with an emphasis on fiduciary guidance, tax and legacy planning. Portfolios span ETFs, mutual funds, fixed income and selected alternatives/real estate, and the firm custodians with Charles Schwab. The team's 2024 breakaway launch has been covered by outlets such as Barron's and InvestmentNews.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHELLE R GRUBER
Founder, Manager
- CRD
- #4587154
- Ownership
- 50% but less than 75%
ALEX G MARKOWITZ
Founder, Manager
- CRD
- #5891998
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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Matthew C Mullaly
Senior Vice President
- CRD
- #709660
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $543,355,158 | $436,781 |
| Non-Discretionary | $22,766,146 | $227,661 |
| Total | $566,121,304 | $421,221 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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