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ALTERNA WEALTH MANAGEMENT, INC.

HOUSTON, TX · CRD 146153 · IAPD ↗ · alternawealthmanagement.com · 713-885-9843

$1.40BRegulatory AUM
28Advisory reps
55Employees
0Clients
n/aPlanning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ALTERNA WEALTH MANAGEMENT, INC. shrank from 40 to 28 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
December 2025 — ALTERNA WEALTH MANAGEMENT, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — ALTERNA WEALTH MANAGEMENT, INC. notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — ALTERNA WEALTH MANAGEMENT, INC. crossed $1B in regulatory AUM ($861.0M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2025 — ALTERNA WEALTH MANAGEMENT, INC. grew from 14 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2025 — ALTERNA WEALTH MANAGEMENT, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — ALTERNA WEALTH MANAGEMENT, INC. notice-filed in AR, IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — ALTERNA WEALTH MANAGEMENT, INC. reported RAUM up 29% ($666.2M -> $861.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.