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ALTERRA IOS MANAGER, LLC

RADNOR, PA · CRD 324445 · IAPD ↗ · ios.alterraproperty.com · 215-240-1231

$3.19BRegulatory AUM
20Advisory reps
44Employees
2Clients
0Planning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — ALTERRA IOS MANAGER, LLC moved its main office from BRYN MAWR, PA to RADNOR, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2026 — ALTERRA IOS MANAGER, LLC grew from 15 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — ALTERRA IOS MANAGER, LLC reported RAUM up 26% ($2.13B -> $2.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2024 — ALTERRA IOS MANAGER, LLC moved its main office from CONSHOHOCKEN, PA to BRYN MAWR, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2024 — ALTERRA IOS MANAGER, LLC reported RAUM up 99% ($1.07B -> $2.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — ALTERRA IOS MANAGER, LLC grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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