Alteri Wealth LLC
Alteri Wealth LLC is an SEC-registered investment advisory and wealth management firm headquartered in Westlake Village, California. Founded by industry veterans Michelle Gruber and Alex Markowitz, Alteri Wealth serves high-net-worth and ultra-high-net-worth individuals and families, offering comprehensive financial planning, investment advisory, risk management, holistic tax planning, trust services, wealth transfer, and family office solutions. With a team of 7 professionals, the firm emphasizes fiduciary principles, personalized strategies, and generational legacy planning for its clients. The founding team brings deep experience from leading wirehouse platforms including Merrill Lynch and UBS, and launched Alteri Wealth to provide independent, client-focused advice in Southern California.
Investment Strategy
Alteri Wealth LLC employs a comprehensive, client-centered approach focused on serving high-net-worth individuals and families. The firm emphasizes holistic financial planning, tax minimization, risk management, retirement income planning, and legacy wealth transfer. For ultra-high-net-worth clients, Alteri Wealth operates as a family office, providing bespoke investment and tax strategies, trust services, and personal CFO-level guidance. The investment philosophy is rooted in fiduciary responsibility, acting solely in clients’ interests and leveraging modern technology and top-tier custodians (e.g., Charles Schwab) for security, transparency, and innovation. Their portfolio is diversified across equities, with notable exposure to leading technology and consumer sectors, and tailored to individual client goals, integrating active and passive management as well as alternative asset oversight when appropriate.
Top Holdings
Equity Positions (266)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 6.05% | $15.6M | 98,696 | $134.18 | $157.99 | +$4.9M |
A AAPL | APPLE INC COM | 5.67% | $14.6M | 71,195 | $249.93 | $205.17 | -$1.4M |
A AVGO | BROADCOM INC COM | 4.17% | $10.7M | 38,967 | $231.84 | $275.65 | +$4.0M |
M MSFT | MICROSOFT CORP COM | 3.75% | $9.7M | 19,412 | $420.07 | $497.41 | +$2.3M |
W WMT | WALMART INC COM | 3.21% | $8.3M | 84,695 | $90.22 | $97.78 | +$684.8K |