|
⚲
|
| Alteri Wealth LLC
✚
| |
|---|---|
| CRD # | 331100 |
| SEC # | 801-130234 |
| CIK # | |
| AUM | $656.6 MM (2024-08-30) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 805-809-0400 |
| Address | 4195 East Thousand Oaks Blvd Westlake Village, CA 91362 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 384.1 |
| (b) Individuals (high net worth individuals) | 102 | 109.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 5 | 163.3 |
| Total | 730 | 656.6 |
| By Discretionary | ||
| Discretionary | 726 | 523.7 |
| Non-Discretionary | 4 | 132.9 |
| Total | 730 | 656.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 656.6 | |
| Total | 730 | 656.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CIC Wealth LLC
✚
|
MD | 0.7 |
|
Chatham Capital Group Inc
✚
|
GA | 0.7 |
|
Wall Capital Group Inc
✚
|
AZ | 0.7 |
|
The L Warner Companies Inc
✚
|
MD | 0.7 |
|
Stonebrook Private Inc
✚
|
MI | 0.7 |
|
Torray Investment Partners LLC
✚
|
MD | 0.7 |
|
Blue Edge Capital LLC
✚
|
VA | 0.7 |
|
Dillon & Associates Inc
✚
|
MI | 0.7 |
|
Lynch & Associates Inc
✚
|
IN | 0.7 |
|
Barry Investment Advisors LLC
✚
|
MA | 0.7 |