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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Hyatt Centric | The Woodlands | TX | 09/2018 | 01/2019 |
| Sia Truck Insurance | The Woodlands | TX | 01/2019 | 04/2019 |
| Alterna Securities, Inc. | Houston | TX | 01/2024 | Present |
| University Of Texas | Dallas | TX | 06/2019 | 06/2023 |
| Lonestar College | The Woodlands | TX | 01/2016 | 01/2019 |
| Uber | Dallas | TX | 01/2021 | 01/2022 |
| Unemployed | Dallas | TX | 07/2023 | 12/2023 |
| Alterna Wealth Management, Inc. | Houston | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-29 |
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