CRD: 146153
Alterna Wealth Management, Inc.
$1.4B Total AUM
$861.4M Disc. AUM
-- 3Y CAGR
55 Employees
1,316 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Zenith
- Established Date
- 04-10-2008
- Office Locations
- 3
Office Locations
19134 Stone OAK Parkway Suite 200 SAN Antonio TX
2800 Post OAK Blvd Suite 6300 Houston TX
Marques DE LA Ensenada 4-Piso 2 Madrid --
About Alterna Wealth Management, Inc.
Alterna Wealth Management is a Houston-based advisory firm providing asset management and financial planning, building tailored investment strategies and portfolio construction for clients including entrepreneurs across retail and institutional channels. Portfolios emphasize diversified asset allocation using public funds, fixed income, mutual funds, and ETFs, with custody support including Pershing.
Team overview
40 AVG AGE
$50.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.8 yrs AVG TENURE
55 Employees
28 Advisory Reps
28 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
North capital Value Ridge delta Signal signal
Client Personas
Crest signal
Custodian
Capital summit Fusion insight
Investment Themes
Pioneer timber Vector value
Investment Vehicles
Harbor atlas Wave Focus matrix
Services
Beacon bridge Legacy Summit
Technology
Element unison
Owner & Executives
PATRICIA DE LEON
COMPLIANCE OFFICER
- CRD
- #5316157
- Ownership
- Less than 5%
(743) 613-5979
unison.ridge@harborcapital.com
in linkedin.com/in/wave-crest
B
BENJAMIN JORGE LOPEZ
DIRECTOR OF WEALTH MANAGEMENT
- CRD
- #4108524
- Ownership
- Less than 5%
(949) 297-4177
oak.beacon@vectorcapital.com
in linkedin.com/in/bridge-harbor
G
Glacier optima
Peak momentum element
- CRD
- #30585
- Ownership
- 13.0%
(394) 874-1362
peak.glacier@atlascapital.com
in linkedin.com/in/insight-meridian
Showing 2 of 5 owners & executives
Unlock allContacts
J
JUAN PABLO ANDRADE FRICH
--
- CRD
- #6349605
(249) 684-1879
signal.signal@oakcapital.com
in linkedin.com/in/horizon-foundation
E
Eugenio Garcia Canales
--
- CRD
- #7897609
(748) 945-7379
frontier.focus@vectorcapital.com
in linkedin.com/in/value-eagle
M
Momentum vital
Momentum harbor
- CRD
- #29848
(778) 961-7738
capital.north@glaciercapital.com
in linkedin.com/in/north-eagle
Showing 2 of 33 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $861,375,178 | $896,332 |
| Non-Discretionary | $539,988,157 | $1,521,093 |
| Total | $1,401,363,335 | $1,064,866 |
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Separately Managed Accounts
Total SMA Asset: $1,401,363,335
Public Funds:
14.3% U.S. Government/Agency:
33.7% Corporate - Investment Grade:
20.9% Cash:
7.3% Equity - Exchange:
8.7% Other:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $500,906,487 | 14.3% |
| U.S. Government/Agency | $1,180,457,945 | 33.7% |
| Corporate - Investment Grade | $732,094,096 | 20.9% |
| Cash | $255,707,507 | 7.3% |
| Equity - Exchange | $304,747,303 | 8.7% |
| Other | $528,929,228 | 15.1% |
| Total | $3,502,842,566 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK EMBER | EAGLE UNISON | 9T4UYUKDC | EYU | 4.71% | $19,512,132 |
| FOUNDATION HARBOR | INSIGHT QUANTUM | ZR3GIA539 | QDW | 7.46% | $102,049,011 |
| CATALYST VECTOR VITAL | PRIME PEAK | 2GOIY32S4 | ZGE | 11.25% | $83,526,690 |
| OAK OPTIMA | DELTA PEAK | YEUVTESSV | APVRM | 7.60% | $55,201,946 |
| PIONEER GLACIER | DELTA SIGNAL | QUHKQT5DP | PZM | 11.24% | $84,124,405 |
| OPTIMA FUSION CATALYST | QUANTUM SIGNAL | E0JQJ8H92 | TXXM | 6.53% | $68,695,318 |
| MOMENTUM PEAK | VERTEX MERIDIAN | MNAPODSWG | HGEC | 11.22% | $86,645,555 |
| NORTH FRONTIER BRIDGE | BRIDGE CREST | HQ2GAQEVL | BPINY | 9.43% | $113,196,824 |