AdvisorCensus / Financial advisors / California / Oxnard / Alteri Wealth
Alteri Wealth is an SEC-registered investment advisory firm in Westlake Village, CA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.
Quick answers
From the filingHow is Alteri Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Alteri Wealth reports these compensation arrangements: a percentage of assets under its management.
How much does Alteri Wealth charge?
Its Form ADV Part 2A brochure dated June 22, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Alteri Wealth located?
Alteri Wealth's principal office is in Westlake Village, CA, according to its Form ADV.
Is Alteri Wealth registered with the SEC or a state?
Alteri Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331100.
How much does Alteri Wealth manage?
Alteri Wealth reports $566,121,304 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (96% discretionary).
How have Alteri Wealth's assets and staff changed since 2024?
In the Form ADV data for Alteri Wealth: Regulatory assets under management: $656,601,717 in the October 2024 data and $566,121,304 in the October 2026 data, down 14%. Total employees: 7 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Alteri Wealth serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (308); high net worth individuals (20); corporations or other businesses not listed above (15).
Does Alteri Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331100
Does Alteri Wealth state an account minimum?
Its Form ADV Part 2A brochure dated June 22, 2026 says: "Alteri does not impose a minimum portfolio size or a minimum initial investment to open an account."
What changed in Alteri Wealth's recent Form ADV filings?
In the July 2026 filing data: Registered or notice-filed in HI.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.5% of assets a year (the maximum the brochure states)
The brochure's wording
Alteri charges fees based on a percentage of assets under management. For estate planning fees, Alteri may charge a flat fee. The specific fees charged by Alteri for services provided will be set forth in each client’s agreement.
Alteri’s maximum annual advisory is 1.5% (per annum).
Account minimum: None
The brochure's wording
Alteri does not impose a minimum portfolio size or a minimum initial investment to open an account.
As stated in the firm's Form ADV Part 2A brochure dated June 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$566,121,304 as of October 2026, filing dated June 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Alteri Wealth LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 7. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $566,121,304 | 7 | June 24, 2026 |
| October 2025 | $771,265,644 | 7 | May 19, 2025 |
| October 2024 | $656,601,717 | 7 | August 30, 2024 |
Regulatory assets under management: $656,601,717 in the October 2024 data and $566,121,304 in the October 2026 data, down 14%.
Total employees: 7 in October 2024 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Registered or notice-filed in HI.
- March 2026
- Regulatory assets under management went from $771,265,644 to $566,121,304 (-27%).
- December 2025
- Registered or notice-filed in NV.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Alteri Wealth (CRD 331100): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/alteri-wealth-westlake-village-ca-331100