ALTERI WEALTH LLC
Legal name: ALTERI WEALTH
CRD #331100 SEC #801-130234 WESTLAKE VILLAGE, CA 805-809-0400
SEC Registered
Total AUM
$771.3M
Discretionary
$462.4M
Employees
7
Clients
11
Accounts
1,079
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 10, 2025
- 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 |
|---|---|---|---|---|
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| HOY, VERONICA | I | CHIEF OPERATING OFFICER | NA | Control |
| WOODARD, KEVIN, SEAN | I | MEMBER AND MANAGER | E | Control |
| WOODARD, KEVIN, SEAN | I | MEMBER AND MANAGER | E | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | D | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | D | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | D | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | D | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | D | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | D | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | D | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | D | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | D | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | D | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | D | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | D | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | D | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | D | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | D | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | D | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | D | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | D | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | D | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | D | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| GRUBER, MICHELLE, R | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
| MARKOWITZ, ALEX, G | I | FOUNDING MEMBER AND MANAGER | C | Control |
Registrations
Federal
IA
Sep 10, 2025 REGISTERED
Notice Filings (8)
AZ CA CO DE FL NV TX WA
Address
4195 EAST THOUSAND OAKS BLVD.SUITE 250
WESTLAKE VILLAGE, CA 91362
United States
Phone: 805-809-0400