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Alterna Wealth Management, Inc. CRD 146153
$1.40B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-18 |
| VA | RA | APPROVED | 2023-10-13 |
| PA | RA | APPROVED | 2023-10-06 |
| TX | RA | APPROVED | 2014-04-23 |
Branch Locations
19134 Stone Oak Parkway Suite 200, San Antonio, TX 78258 • United States
2800 Post Oak Blvd Suite 6300, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Actinver Wealth Management, Inc. | Houston | TX | 03/2014 | Present |
#1 KASA Investments, LLC - 3402 Sycamore Drive, Flower Mound, Texas 75028 - Managing Member - start date 3/1/2013 #2 OPTIMA EQUITY PARTNERS, INC - 19134 STONE OAK PARKWAY, SUITE 200, SAN ANTONIO, TEXAS 78258. START DATE - 03/02/2012; POSITION - Secretary/DIRECTOR;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-05 |
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