Alterna Wealth Management, Inc.
Alterna Wealth Management, Inc. is a registered investment adviser headquartered in Houston, Texas, with an additional branch in San Antonio. Founded in 2010, the firm manages assets for individuals—especially high net worth clients—as well as corporations and other businesses, providing personalized financial planning and investment advisory services. As of early 2025, it employs approximately 36 professionals and serves over 1,000 accounts.
Investment Strategy
Alterna Wealth Management focuses on preserving and increasing client capital through personalized financial planning. The firm provides access to global markets, including mutual funds, global fixed income, equities, derivatives, private placements, and private equity. Each client portfolio is tailored to individual objectives, lifestyle, and changing needs, with dynamic asset management across diverse asset classes such as ETFs, structured notes, and globally diversified securities. Their process emphasizes understanding each client's financial situation to design investment strategies that fit, adapting as circumstances evolve.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 7.38% | $9.0M | 81,122 | $110.37 | $110.49 | -$2.9M |
S SLQD | ISHARES TR | 6.53% | $7.9M | 156,148 | $49.75 | $50.83 | +$1.9M |
S SHY | ISHARES TR | 5.79% | $7.0M | 84,821 | $82.45 | $82.96 | -$1.1M |
Q QUAL | ISHARES TR | 3.95% | $4.8M | 24,672 | $155.76 | $194.50 | -$120.0K |
S SGOV | ISHARES TR | 3.55% | $4.3M | 42,763 | $100.51 | $100.70 | -$110.7K |