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| Alteri Wealth LLC
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|---|---|
| CRD # | 331100 |
| SEC # | 801-130234 |
| CIK # | 0002054980 |
| AUM | 566.1 M (2026-06-24) |
| Employees | 7 (43% Investors, 43% Brokers) |
| Fees | |
| Minimum | |
| Phone | 805-809-0400 |
| Address | 4195 East Thousand Oaks Blvd Westlake Village, CA 91362 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.1 | ||
| Nvidia Corp | 18.7 | ||
| Broadcom Inc | 12.4 | ||
| Wal Mart Stores Inc | 10.0 | ||
| Alphabet Inc | 8.1 | ||
| Microsoft Corp | 7.1 | ||
| Amazon Com Inc | 5.9 | ||
| Intel Corp | 5.2 | ||
| J P Morgan Chase & Co | 4.6 | ||
| Amgen Inc | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 308 | 303.0 |
| (b) Individuals (high net worth individuals) | 20 | 247.4 |
| (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 | 5 | 4.1 |
| (h) Charitable organizations | 2 | 1.3 |
| (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 | 15 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,344 | 566.1 |
| By Discretionary | ||
| Discretionary | 1,244 | 543.4 |
| Non-Discretionary | 100 | 22.8 |
| Total | 1,344 | 566.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 566.1 | |
| Total | 1,344 | 566.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054980] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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566.5 M | |
|
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First Fiduciary Investment Counsel Inc
✚
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