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Wealth Manager • Houston, United States

Alterna Wealth Management

Alterna Wealth Management is a wealth manager based in Houston, United States, founded in 2005. Verified contact details, AUM data, and investment preferences on FindLPs.

$850M
Assets Under Mgmt
2005
Year Founded
Wealth Manager
Investor Type
Houston, United States
Headquarters
About

Alterna Wealth Management

Alterna Wealth Management's investments are based on three principles: global approach investment policy, diversification of markets, sectors, industry and product, and financial, economic and market analysis. We provide you with access to global markets to help address all of your wealth management needs: Mutual Funds Global Fixed Income Instruments Global Equities Multi-Currency Platform Derivatives and Structured Notes Exchange Traded Funds Global Research - from third parties Private Placements Private Equity Fiduciary Services Internet Trading Money Market FDIC Insured Deposit Program

Investment Focus

What Alterna Wealth Management Invests In

Investment types: Long-Term Investments, Private Equity

Sectors & themes: Annuities, Commercial Property Acquisition & Development, Consumer Banking, Diversified Finance Consulting, Equity/Mutual Funds, Equity Securities, ETFs, Fixed Income/Debt Securities, Currencies, Insurance Products & Services, Investment Banking & Brokerage, Investment Management, Legal & Tax Services, Money Market Securities, Multi-Asset Investing, Options Trading, Real Assets, Residential Property Acquisition & Development, Retirement Planning, Small & Micro-Cap Stocks Alternative Investments, Banking, Financial Services, Finance, Insurance Services, Real Estate, Real Estate Investment & Development, Traditional Investments (Liquid Assets)

Preferred geographies: Global, United States

Location: 2800 Post Oak Blvd.\nWilliams Tower, Suite 6300\nHouston\nTexas\n77056\nUnited States

Contact Alterna Wealth Management

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.