Investment adviser · CRD 146153
ALTERNA WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $1.4B Form ADV · Item 5.F
- Client accounts
- 1,316 Accounts, not individual clients
- Employees
- 55 Reported in this filing
- Advisory professionals
- 28 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 633 | $809,384,200 | 57.8% |
| Corporations & businesses | 165 | $412,791,102 | 29.5% |
| Individuals | 518 | $179,188,033 | 12.8% |
Filing source
Form ADV 2134433 · Sep 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ACM AMERICAS FIXED INCOME FUNDOther Private Fund · Last reported Mar 30, 2017$48.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PERSHING LLC
SEC 8-17574
Fund details & source
- Fund ID
- 805-2981199287
- Reported beneficial owners
- 248
- Minimum commitment
- $5K
Form ADV 1091652 · Mar 30, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ACTINVER MODERATE PORTFOLIO FUND LIMITEDOther Private Fund · Last reported Mar 31, 2021$44.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON
PCAOB 5346
PERSHING LLC
SEC 8-17574
Fund details & source
- Fund ID
- 805-9399322250
- Reported beneficial owners
- 613
- Minimum commitment
- $5K
Form ADV 1509274 · Mar 31, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ACTINVER CONSERVATIVE PORTFOLIO FUND LIMITEDOther Private Fund · Last reported Oct 20, 2019$37.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON
PCAOB 5346
PERSHING LLC
SEC 8-17574
Fund details & source
- Fund ID
- 805-5677295721
- Reported beneficial owners
- 249
- Minimum commitment
- $5K
Form ADV 1351683 · Oct 20, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ACTINVER GLOBAL HIGH YIELD FUND SHORT DURATION FUND LIMITEDOther Private Fund · Last reported May 15, 2014$20.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PERSHING LLC
SEC 8-17574
Fund details & source
- Fund ID
- 805-2822785733
- Reported beneficial owners
- 53
- Minimum commitment
- $5K
Form ADV 823993 · May 15, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
2800 POST OAK BLVD, SUITE 6300HOUSTON, TX, 77056, United States
CRD 146153
Filing source
Form ADV 2134433 · Sep 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.