Alterna Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

19134 Stone Oak Pkwy Ste 200, San Antoni...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Alterna Wealth Management

Alterna Wealth Management is a registered investment advisor dedicated to helping clients preserve and increase their capital. The company focuses on creating personalized financial plans that align with clients' needs and objectives, taking into account their financial condition and lifestyle changes. Their experienced professionals implement tailored investment strategies for assets regardless of their location. Alterna Wealth Management is committed to managing assets rather than selling products.Explore more
Alterna Wealth Management's Social MediaPopular SearchesAlterna Wealth ManagementAlterna Wealth Management IncAlterna Capital Management LLCAlterna Insurance Services IncAlterna Securities IncSIC Code 62,628NAICS Code 52,523Show more

Alterna Wealth Management Org Chart

PhoneEmail
BL
United States flag for contact location.

Vice President

PhoneEmail
RE
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Vice President, Alternative Products (Equity ...

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alterna Wealth Management

<$5M
1-10
Private
-
2007
BL
Benjamin LopezVice President
$7.6M
11-50
Private
-
-
Bradley Schaffnit, Managing Director at Apollon Financial
Bradley SchaffnitManaging Director
<$5M
11-50
Private
-
-
Marquay Baul, Founder & President at Integra Private Wealth Management
Marquay BaulFounder & President
<$5M
1-10
Private
-
-
JS
John SiudaCo-Founder & Wealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
BR
Brandon RotskyFinancial Advisor
<$5M
1-10
Private
-
2020
MC
Mark CorcoranChief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Alterna Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Alterna Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Alterna Wealth Management.

Alterna Wealth Management Tech Stack

A closer look at the technologies used by Alterna Wealth Management

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Frequently Asked Questions Regarding Alterna Wealth Management

What is Alterna Wealth Management's official website?
Alterna Wealth Management's official website is www.alternawealthmanagement.com
What is Alterna Wealth Management's Revenue?
Alterna Wealth Management's revenue is <$5 Million
What is Alterna Wealth Management's SIC code?
Alterna Wealth Management's SIC: 62,628
What is Alterna Wealth Management's NAICS code?
Alterna Wealth Management's NAICS: 52,523
How many employees does Alterna Wealth Management have?
Alterna Wealth Management has 1-10 employees
What industry does Alterna Wealth Management belong to?
Alterna Wealth Management is in the industry of: Finance, Securities Trading
What is Alterna Wealth Management competition?
Alterna Wealth Management top competitors include: Kinetic Wealth, Integra Private Wealth Management, Apollon Financial, Elevatus Wealth Management
What technology does Alterna Wealth Management use?
Some of the popular technologies that Alterna Wealth Management uses are: GoDaddy DNS, Amazon Web Hosting, Webflow
What does Alterna Wealth Management do?

Alterna Wealth Management is a registered investment advisor dedicated to helping clients preserve and increase their capital. The company focuses on creating personalized financial plans that align with clients' needs and objectives, taking into account their financial condition and lifestyle changes. Their experienced professionals implement tail... ored investment strategies for assets regardless of their location. Alterna Wealth Management is committed to managing assets rather than selling products.Read More

What are Alterna Wealth Management social media links?
Alterna Wealth Management Linkedin page
Is Alterna Wealth Management a public company?
Alterna Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Alterna Wealth Management

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