ALPERN WEALTH MANAGEMENT, LLC
CRD #165268 SEC #801-77147 PITTSBURGH, PA 412-224-2235
SEC Registered
Total AUM
$187.4M
Discretionary
$187.4M
Employees
3
Clients
1
Accounts
289
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 8, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CEDRO, VITO | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CEDRO, VITO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAUL, ALEXANDER, NMN | I | ELECTED MANAGER | NA | Control |
| PAUL, ALEXANDER, NMN | I | ELECTED MANAGER | NA | Control |
| PAUL, ALEXANDER, NMN | I | ELECTED MANAGER | NA | Control |
| PAUL, ALEXANDER, NMN | I | ELECTED MANAGER | NA | Control |
| PAUL, ALEXANDER, NMN | I | ELECTED MANAGER | NA | Control |
| PAUL, ALEXANDER, NMN | I | ELECTED MANAGER | NA | Control |
| PAUL, ALEXANDER, NMN | I | ELECTED MANAGER | NA | Control |
| YOFAN, ADAM, GREGORY | I | ELECTED MEMBER | NA | Control |
| YOFAN, ADAM, GREGORY | I | ELECTED MEMBER | NA | Control |
| YOFAN, ADAM, GREGORY | I | ELECTED MEMBER | NA | Control |
| YOFAN, ADAM, GREGORY | I | ELECTED MEMBER | NA | Control |
| YOFAN, ADAM, GREGORY | I | ELECTED MEMBER | NA | Control |
| YOFAN, ADAM, GREGORY | I | ELECTED MEMBER | NA | Control |
| YOFAN, ADAM, GREGORY | I | ELECTED MEMBER | NA | Control |
| YOFAN, ADAM, GREGORY | I | ELECTED MEMBER | NA | Control |
| YOFAN, ADAM, GREGORY | I | ELECTED MEMBER | NA | Control |
| YOFAN, ADAM, GREGORY | I | ELECTED MEMBER | NA | Control |
| YOFAN, ADAM, GREGORY | I | ELECTED MEMBER | NA | Control |
| YOFAN, ADAM, GREGORY | I | ELECTED MEMBER | NA | Control |
| ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| MAR VISTA CAPITAL, LLC | DE | OWNER | E | Control |
| MAR VISTA CAPITAL, LLC | DE | OWNER | E | Control |
| MAR VISTA CAPITAL, LLC | DE | OWNER | E | Control |
| MAR VISTA CAPITAL, LLC | DE | OWNER | E | Control |
| MAR VISTA CAPITAL, LLC | DE | OWNER | E | Control |
| MAR VISTA CAPITAL, LLC | DE | OWNER | E | Control |
| MAR VISTA CAPITAL, LLC | DE | OWNER | E | Control |
| MAR VISTA CAPITAL, LLC | DE | OWNER | E | Control |
| MAR VISTA CAPITAL, LLC | DE | OWNER | E | Control |
| MAR VISTA CAPITAL, LLC | DE | OWNER | E | Control |
| MAR VISTA CAPITAL, LLC | DE | OWNER | E | Control |
| MAR VISTA CAPITAL, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BRENNAN, SEAN, MICHAEL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BRENNAN, SEAN, MICHAEL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BRENNAN, SEAN, MICHAEL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BRENNAN, SEAN, MICHAEL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BRENNAN, SEAN, MICHAEL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BRENNAN, SEAN, MICHAEL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BRENNAN, SEAN, MICHAEL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BRENNAN, SEAN, MICHAEL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BROWN, ROBERT, MILLER | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BROWN, ROBERT, MILLER | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BROWN, ROBERT, MILLER | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BROWN, ROBERT, MILLER | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BROWN, ROBERT, MILLER | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BROWN, ROBERT, MILLER | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BROWN, ROBERT, MILLER | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| BROWN, ROBERT, MILLER | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| COX, ROGER, ALAN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| COX, ROGER, ALAN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| COX, ROGER, ALAN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| COX, ROGER, ALAN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| COX, ROGER, ALAN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| COX, ROGER, ALAN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| COX, ROGER, ALAN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| COX, ROGER, ALAN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| DINATALE, EMANUEL, VICTOR | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| DINATALE, EMANUEL, VICTOR | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| DINATALE, EMANUEL, VICTOR | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| DINATALE, EMANUEL, VICTOR | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| DINATALE, EMANUEL, VICTOR | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| DINATALE, EMANUEL, VICTOR | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| DINATALE, EMANUEL, VICTOR | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| DINATALE, EMANUEL, VICTOR | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| DINATALE, EMANUEL, VICTOR | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| DINATALE, EMANUEL, VICTOR | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| DINATALE, EMANUEL, VICTOR | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| GRIFFITH, KIMBERLY, PERRY | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| GRIFFITH, KIMBERLY, PERRY | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| GRIFFITH, KIMBERLY, PERRY | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| GRIFFITH, KIMBERLY, PERRY | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| GRIFFITH, KIMBERLY, PERRY | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| GRIFFITH, KIMBERLY, PERRY | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| GRIFFITH, KIMBERLY, PERRY | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| GRIFFITH, KIMBERLY, PERRY | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| KAPLAN, DAVID, NEAL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| KAPLAN, DAVID, NEAL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| KAPLAN, DAVID, NEAL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| KAPLAN, DAVID, NEAL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| KAPLAN, DAVID, NEAL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| KAPLAN, DAVID, NEAL | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| MENK, THOMAS, JAMES | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| MENK, THOMAS, JAMES | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| MENK, THOMAS, JAMES | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| MENK, THOMAS, JAMES | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| MENK, THOMAS, JAMES | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| MENK, THOMAS, JAMES | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| MENK, THOMAS, JAMES | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| MENK, THOMAS, JAMES | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| PAUL, ALEXANDER | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| PAUL, ALEXANDER, NMN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | Control |
| PAUL, ALEXANDER, NMN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | Control |
| PAUL, ALEXANDER, NMN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | Control |
| PAUL, ALEXANDER, NMN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| PAUL, ALEXANDER, NMN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | Control |
| PAUL, ALEXANDER, NMN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | Control |
| PAUL, ALEXANDER, NMN | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | Control |
| SIPOS, LAWRENCE, JOSEPH | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| SIPOS, LAWRENCE, JOSEPH | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| SIPOS, LAWRENCE, JOSEPH | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| SIPOS, LAWRENCE, JOSEPH | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| SIPOS, LAWRENCE, JOSEPH | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| SIPOS, LAWRENCE, JOSEPH | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| SIPOS, LAWRENCE, JOSEPH | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| SIPOS, LAWRENCE, JOSEPH | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| TANNEY, MARGARET, JOYCE | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| TANNEY, MARGARET, JOYCE | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| TANNEY, MARGARET, JOYCE | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| TANNEY, MARGARET, JOYCE | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| TANNEY, MARGARET, JOYCE | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| TANNEY, MARGARET, JOYCE | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| TANNEY, MARGARET, JOYCE | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| TANNEY, MARGARET, JOYCE | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| WELLS, DEBORAH, HORTON | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| WELLS, DEBORAH, HORTON | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| WELLS, DEBORAH, HORTON | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| WELLS, DEBORAH, HORTON | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| WELLS, DEBORAH, HORTON | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| WELLS, DEBORAH, HORTON | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| WELLS, DEBORAH, HORTON | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| WELLS, DEBORAH, HORTON | I | ALPERN ROSENTHAL FINANCIAL SERVICES, LLC | F | |
| YOFAN, ADAM, GREGORY | I | MAR VISTA CAPITAL, LLC | F | Control |
| YOFAN, ADAM, GREGORY | I | MAR VISTA CAPITAL, LLC | F | Control |
| YOFAN, ADAM, GREGORY | I | MAR VISTA CAPITAL, LLC | F | Control |
| YOFAN, ADAM, GREGORY | I | MAR VISTA CAPITAL, LLC | F | Control |
| YOFAN, ADAM, GREGORY | I | MAR VISTA CAPITAL, LLC | F | Control |
| YOFAN, ADAM, GREGORY | I | MAR VISTA CAPITAL, LLC | F | Control |
| YOFAN, ADAM, GREGORY | I | MAR VISTA CAPITAL, LLC | F | Control |
| YOFAN, ADAM, GREGORY | I | MAR VISTA CAPITAL, LLC | F | Control |
| YOFAN, ADAM, GREGORY | I | MAR VISTA CAPITAL, LLC | F | Control |
| YOFAN, ADAM, GREGORY | I | MAR VISTA CAPITAL, LLC | F | Control |
| YOFAN, ADAM, GREGORY | I | MAR VISTA CAPITAL, LLC | F | Control |
| YOFAN, ADAM, GREGORY | I | MAR VISTA CAPITAL, LLC | F | Control |
Registrations
Federal
IA
Feb 8, 2019 REGISTERED
Notice Filings (8)
CO FL IL NC NH OH PA TX
Address
TWO GATEWAY CENTER603 STANWIX STREET, SUITE 1640
PITTSBURGH, PA 15222
United States
Phone: 412-224-2235