Alteri Wealth
Alteri Wealth is an SEC-registered wealth manager in Westlake Village, CA with $566.1M assets under management (AUM, regulatory AUM), -27% over one year. See who owns Alteri Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331100, SEC 801-130234, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $566.1M (2026-06-24)
- Firm type
- Wealth Manager
- Location
- Westlake Village, CA
- Employees
- 7
- Clients
- 350
- CRD
- 331100
- Ownership
- GRUBER, MICHELLE, R; WOODARD, KEVIN, SEAN; HIGGINS, ROSEANN; MARKOWITZ, ALEX, G; HOY, VERONICA
How much AUM does Alteri Wealth have?
Alteri Wealth reported $566.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Alteri Wealth?
Disclosed owners and executives of Alteri Wealth include GRUBER, MICHELLE, R, WOODARD, KEVIN, SEAN, HIGGINS, ROSEANN, MARKOWITZ, ALEX, G, HOY, VERONICA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.