ALTERNA WEALTH MANAGEMENT, INC.
CRD #146153 SEC #801-71135 HOUSTON, TX 713-885-9843
SEC Registered
Total AUM
$1.2B
Discretionary
$799.6M
Employees
51
Clients
--
Accounts
1,285
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.2B | $799.6M | $431.9M | 51 | 0 |
| Apr 2025 | $1.2B | $799.6M | $431.9M | 51 | 0 |
| Mar 2025 | $1.2B | $799.6M | $431.9M | 51 | 0 |
| Jan 2025 | $861M | $542.4M | $318.5M | 36 | 0 |
| Nov 2024 | $861M | $542.4M | $318.5M | 36 | 0 |
| Mar 2024 | $861M | $542.4M | $318.5M | 36 | 0 |
| Dec 2023 | $666.2M | $474.3M | $191.9M | 36 | 0 |
| Nov 2023 | $666.2M | $474.3M | $191.9M | 36 | 0 |
| Oct 2023 | $666.2M | $474.3M | $191.9M | 36 | 0 |
| Oct 2023 | $666.2M | $474.3M | $191.9M | 36 | 0 |
| Sep 2023 | $666.2M | $474.3M | $191.9M | 36 | 0 |
| Sep 2023 | $666.2M | $474.3M | $191.9M | 36 | 0 |
| Aug 2023 | $666.2M | $474.3M | $191.9M | 36 | 0 |
| Jul 2023 | $666.2M | $474.3M | $191.9M | 36 | 0 |
| Mar 2023 | $666.2M | $474.3M | $191.9M | 36 | 0 |
| Feb 2023 | $788.8M | $579.6M | $209.2M | 36 | 0 |
| Apr 2022 | $788.8M | $579.6M | $209.2M | 36 | 0 |
| Mar 2022 | $788.8M | $579.6M | $209.2M | 36 | 0 |
| Jun 2021 | $591.6M | $538.6M | $53M | 36 | 0 |
| Jun 2021 | $591.6M | $538.6M | $53M | 36 | 0 |
| May 2021 | $591.6M | $538.6M | $53M | 36 | 0 |
| Mar 2021 | $591.6M | $538.6M | $53M | 36 | 0 |
| Dec 2020 | $504.8M | $437.2M | $67.7M | 20 | 0 |
| Jun 2020 | $504.8M | $437.2M | $67.7M | 20 | 0 |
| Mar 2020 | $504.8M | $437.2M | $67.7M | 20 | 0 |
| Oct 2019 | $426.9M | $315.2M | $111.7M | 20 | 0 |
| Jun 2019 | $426.9M | $315.2M | $111.7M | 20 | 0 |
| Mar 2019 | $426.9M | $315.2M | $111.7M | 20 | 0 |
| Oct 2018 | $422.4M | $346.9M | $75.5M | 21 | 250 |
| May 2018 | $422.4M | $346.9M | $75.5M | 21 | 250 |
| Mar 2018 | $422.4M | $346.9M | $75.5M | 21 | 250 |
| Aug 2017 | $376.8M | $317.1M | $59.6M | 21 | 200 |
| Mar 2017 | $376.8M | $317.1M | $59.6M | 21 | 200 |
| Feb 2017 | $320M | $320M | $0 | 17 | 193 |
| Jan 2017 | $320M | $320M | $0 | 17 | 193 |
| Nov 2016 | $320M | $320M | $0 | 17 | 193 |
| Apr 2016 | $320M | $320M | $0 | 17 | 193 |
| Mar 2016 | $320M | $320M | $0 | 17 | 193 |
| Mar 2015 | $360M | $360M | $0 | 17 | 193 |
| May 2014 | $390M | $390M | $0 | 18 | 225 |
| May 2014 | $390M | $390M | $0 | 18 | 225 |
| Apr 2014 | $584.1M | $584.1M | $0 | 18 | 225 |
| Mar 2014 | $117.6M | $117.6M | $0 | 11 | 11 |
| Mar 2014 | $118M | $118M | $0 | 11 | 11 |
| Nov 2013 | $118M | $118M | $0 | 11 | 11 |
| Apr 2013 | $118M | $118M | $0 | 11 | 11 |
| Mar 2013 | $118M | $118M | $0 | 11 | 11 |
| Apr 2012 | $109M | $109M | $0 | 11 | 11 |
| Mar 2012 | $109M | $109M | $0 | 11 | 11 |
| Mar 2011 | $95.5M | $95.5M | $0 | -- | -- |
DateAug 2025
Total AUM$1.2B
Discretionary$799.6M
Non-Disc.$431.9M
Employees51
Clients0
DateApr 2025
Total AUM$1.2B
Discretionary$799.6M
Non-Disc.$431.9M
Employees51
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$799.6M
Non-Disc.$431.9M
Employees51
Clients0
DateJan 2025
Total AUM$861M
Discretionary$542.4M
Non-Disc.$318.5M
Employees36
Clients0
DateNov 2024
Total AUM$861M
Discretionary$542.4M
Non-Disc.$318.5M
Employees36
Clients0
DateMar 2024
Total AUM$861M
Discretionary$542.4M
Non-Disc.$318.5M
Employees36
Clients0
DateDec 2023
Total AUM$666.2M
Discretionary$474.3M
Non-Disc.$191.9M
Employees36
Clients0
DateNov 2023
Total AUM$666.2M
Discretionary$474.3M
Non-Disc.$191.9M
Employees36
Clients0
DateOct 2023
Total AUM$666.2M
Discretionary$474.3M
Non-Disc.$191.9M
Employees36
Clients0
DateOct 2023
Total AUM$666.2M
Discretionary$474.3M
Non-Disc.$191.9M
Employees36
Clients0
DateSep 2023
Total AUM$666.2M
Discretionary$474.3M
Non-Disc.$191.9M
Employees36
Clients0
DateSep 2023
Total AUM$666.2M
Discretionary$474.3M
Non-Disc.$191.9M
Employees36
Clients0
DateAug 2023
Total AUM$666.2M
Discretionary$474.3M
Non-Disc.$191.9M
Employees36
Clients0
DateJul 2023
Total AUM$666.2M
Discretionary$474.3M
Non-Disc.$191.9M
Employees36
Clients0
DateMar 2023
Total AUM$666.2M
Discretionary$474.3M
Non-Disc.$191.9M
Employees36
Clients0
DateFeb 2023
Total AUM$788.8M
Discretionary$579.6M
Non-Disc.$209.2M
Employees36
Clients0
DateApr 2022
Total AUM$788.8M
Discretionary$579.6M
Non-Disc.$209.2M
Employees36
Clients0
DateMar 2022
Total AUM$788.8M
Discretionary$579.6M
Non-Disc.$209.2M
Employees36
Clients0
DateJun 2021
Total AUM$591.6M
Discretionary$538.6M
Non-Disc.$53M
Employees36
Clients0
DateJun 2021
Total AUM$591.6M
Discretionary$538.6M
Non-Disc.$53M
Employees36
Clients0
DateMay 2021
Total AUM$591.6M
Discretionary$538.6M
Non-Disc.$53M
Employees36
Clients0
DateMar 2021
Total AUM$591.6M
Discretionary$538.6M
Non-Disc.$53M
Employees36
Clients0
DateDec 2020
Total AUM$504.8M
Discretionary$437.2M
Non-Disc.$67.7M
Employees20
Clients0
DateJun 2020
Total AUM$504.8M
Discretionary$437.2M
Non-Disc.$67.7M
Employees20
Clients0
DateMar 2020
Total AUM$504.8M
Discretionary$437.2M
Non-Disc.$67.7M
Employees20
Clients0
DateOct 2019
Total AUM$426.9M
Discretionary$315.2M
Non-Disc.$111.7M
Employees20
Clients0
DateJun 2019
Total AUM$426.9M
Discretionary$315.2M
Non-Disc.$111.7M
Employees20
Clients0
DateMar 2019
Total AUM$426.9M
Discretionary$315.2M
Non-Disc.$111.7M
Employees20
Clients0
DateOct 2018
Total AUM$422.4M
Discretionary$346.9M
Non-Disc.$75.5M
Employees21
Clients250
DateMay 2018
Total AUM$422.4M
Discretionary$346.9M
Non-Disc.$75.5M
Employees21
Clients250
DateMar 2018
Total AUM$422.4M
Discretionary$346.9M
Non-Disc.$75.5M
Employees21
Clients250
DateAug 2017
Total AUM$376.8M
Discretionary$317.1M
Non-Disc.$59.6M
Employees21
Clients200
DateMar 2017
Total AUM$376.8M
Discretionary$317.1M
Non-Disc.$59.6M
Employees21
Clients200
DateFeb 2017
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees17
Clients193
DateJan 2017
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees17
Clients193
DateNov 2016
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees17
Clients193
DateApr 2016
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees17
Clients193
DateMar 2016
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees17
Clients193
DateMar 2015
Total AUM$360M
Discretionary$360M
Non-Disc.$0
Employees17
Clients193
DateMay 2014
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees18
Clients225
DateMay 2014
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees18
Clients225
DateApr 2014
Total AUM$584.1M
Discretionary$584.1M
Non-Disc.$0
Employees18
Clients225
DateMar 2014
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees11
Clients11
DateMar 2014
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees11
Clients11
DateNov 2013
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees11
Clients11
DateApr 2013
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees11
Clients11
DateMar 2013
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees11
Clients11
DateApr 2012
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees11
Clients11
DateMar 2012
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees11
Clients11
DateMar 2011
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees--
Clients--