Alterra Wealth Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

250 Pierce St Ste 206, Kingston, Pennsyl...

Phone Number

(570) 714-9050

Revenue

<$5 Million

Industry

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

About Alterra Wealth Management

Alterra Wealth Management offers a range of financial services including debt management, education planning, estate planning, retirement planning, risk management, small business planning, tax planning, trust services, and wealth management. Their mission is to guide clients in making informed financial decisions to enhance their quality of life. They cater to individuals and small businesses seeking comprehensive financial planning and management solutions. By partnering with Alterra, clients gain access to industry professionals, educational resources, and a supportive community.Explore more
Alterra Wealth Management's Social MediaPopular SearchesAlterra Wealth ManagementAlterra WealthAlterra Wealth Management LLCCpl Wealth Management10 Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alterra Wealth Management

<$5M
1-10
Private
-
2006
N/A
$5.2M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
LS
Lori SpildeClient Service Manager
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Alterra Wealth Management Tech Stack

A closer look at the technologies used by Alterra Wealth Management

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Frequently Asked Questions Regarding Alterra Wealth Management

What is Alterra Wealth Management's official website?
Alterra Wealth Management's official website is www.alterrawm.com
What is Alterra Wealth Management's Revenue?
Alterra Wealth Management's revenue is <$5 Million
What is Alterra Wealth Management's SIC code?
Alterra Wealth Management's SIC: 62,628
What is Alterra Wealth Management's NAICS code?
Alterra Wealth Management's NAICS: 52,523
How many employees does Alterra Wealth Management have?
Alterra Wealth Management has 1-10 employees
What industry does Alterra Wealth Management belong to?
Alterra Wealth Management is in the industry of: Finance, Securities Trading
What is Alterra Wealth Management competition?
Alterra Wealth Management top competitors include: Waterford Advisors, Stockade Wealth Management, Bayntree Wealth Advisors, Ascential Wealth
What technology does Alterra Wealth Management use?
Some of the popular technologies that Alterra Wealth Management uses are: Google Cloud Web Serving, Google Cloud Platform, Redtail CRM
How do I contact Alterra Wealth Management?
Alterra Wealth Management contact info: Phone number: (570) 714-9050 Website: www.alterrawm.com
What does Alterra Wealth Management do?

Alterra Wealth Management offers a range of financial services including debt management, education planning, estate planning, retirement planning, risk management, small business planning, tax planning, trust services, and wealth management. Their mission is to guide clients in making informed financial decisions to enhance their quality of life.... They cater to individuals and small businesses seeking comprehensive financial planning and management solutions. By partnering with Alterra, clients gain access to industry professionals, educational resources, and a supportive community.Read More

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

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