Alteri Wealth logo

Alteri Wealth

Updated today

Client assets under management

$550,412,897

Clients

328

6% high-net worth

Advisors

3

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

109

High

Average account size

$1,678,088

About

Alteri Wealth provides discretionary and non‑discretionary investment management and financial planning to affluent individuals and families — including business owners, athletes, physicians, entrepreneurs and entertainment industry executives — as well as entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm also offers retirement-plan consulting and can facilitate estate‑planning documents through a third‑party technology provider (Wealth.com).

The firm customizes portfolios to clients’ objectives using primarily fundamental analysis and a generally long‑term approach while permitting shorter‑term trading when warranted; invested securities include individual equities, municipal and corporate bonds, ETFs, mutual funds, REITs, closed‑end funds and, where appropriate, private/alternative funds. Alteri may recommend external managers, typically monitors performance through at least annual reviews, and generally pays external manager fees on clients’ behalf unless otherwise agreed.

Alteri manages roughly $566 million in client assets (about $543 million discretionary) with a small advisory staff, producing a materially higher AUM‑per‑advisor profile than many team firms, and its brochure discloses custodial and marketing arrangements — including capped marketing support and a loan arrangement with its primary custodian — that could influence custody recommendations. The firm’s public marketing also includes endorsements and the use of third‑party ratings, and several representatives are registered with a broker‑dealer and licensed to sell insurance, conflicts that the brochure discloses and says are managed through policies and client disclosures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Business ownership considerations Private / alternative investments Concentrated stock management

Occupation focus

Founder/Business Owner Professional Athlete Doctor or Medical Professional Executive

Fee options

Fixed

Estate planning fees charged as flat fees, agreed upon per client based on complexity

Percentage

Up to 1.5% per annum (maximum), negotiated individually

Commissions

Certain advisory persons are licensed insurance professionals and registered representatives who earn separate commissions for insurance and securities products

Main office location

Alteri Wealth

4195 East Thousand Oaks Blvd., Suite 250

Westlake Village CA 91362, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Delaware · Florida · Nevada · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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