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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $771.3M | $462.4M | $308.8M | 7 | 0 |
| May 2025 | $771.3M | $462.4M | $308.8M | 7 | 0 |
| Mar 2025 | $771.3M | $462.4M | $308.8M | 7 | 0 |
| Mar 2025 | $771.3M | $462.4M | $308.8M | 7 | 0 |
| Mar 2025 | $771.3M | $462.4M | $308.8M | 7 | 0 |
| Mar 2025 | $771.3M | $462.4M | $308.8M | 7 | 0 |
| Feb 2025 | $771.3M | $462.4M | $308.8M | 7 | 0 |
| Feb 2025 | $771.3M | $462.4M | $308.8M | 7 | 0 |
| Oct 2024 | $656.6M | $523.7M | $132.9M | 7 | 0 |
| Aug 2024 | $656.6M | $523.7M | $132.9M | 7 | 0 |
| Aug 2024 | $656.6M | $523.7M | $132.9M | 7 | 0 |
| Jul 2024 | $656.6M | $523.7M | $132.9M | 7 | 0 |
| Jul 2024 | $656.6M | $523.7M | $132.9M | 7 | 0 |
| Jun 2024 | $0 | $0 | $0 | 7 | 0 |
| May 2024 | $0 | $0 | $0 | 7 | 0 |
| May 2024 | $0 | $0 | $0 | 7 | 0 |
| May 2024 | $0 | $0 | $0 | 7 | 0 |
| Apr 2024 | $0 | $0 | $0 | 7 | 0 |
DateSep 2025
Total AUM$771.3M
Discretionary$462.4M
Non-Disc.$308.8M
Employees7
Clients0
DateMay 2025
Total AUM$771.3M
Discretionary$462.4M
Non-Disc.$308.8M
Employees7
Clients0
DateMar 2025
Total AUM$771.3M
Discretionary$462.4M
Non-Disc.$308.8M
Employees7
Clients0
DateMar 2025
Total AUM$771.3M
Discretionary$462.4M
Non-Disc.$308.8M
Employees7
Clients0
DateMar 2025
Total AUM$771.3M
Discretionary$462.4M
Non-Disc.$308.8M
Employees7
Clients0
DateMar 2025
Total AUM$771.3M
Discretionary$462.4M
Non-Disc.$308.8M
Employees7
Clients0
DateFeb 2025
Total AUM$771.3M
Discretionary$462.4M
Non-Disc.$308.8M
Employees7
Clients0
DateFeb 2025
Total AUM$771.3M
Discretionary$462.4M
Non-Disc.$308.8M
Employees7
Clients0
DateOct 2024
Total AUM$656.6M
Discretionary$523.7M
Non-Disc.$132.9M
Employees7
Clients0
DateAug 2024
Total AUM$656.6M
Discretionary$523.7M
Non-Disc.$132.9M
Employees7
Clients0
DateAug 2024
Total AUM$656.6M
Discretionary$523.7M
Non-Disc.$132.9M
Employees7
Clients0
DateJul 2024
Total AUM$656.6M
Discretionary$523.7M
Non-Disc.$132.9M
Employees7
Clients0
DateJul 2024
Total AUM$656.6M
Discretionary$523.7M
Non-Disc.$132.9M
Employees7
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0