{
  "crd_number": 331100,
  "slug": "alteri-wealth-westlake-village-ca-331100",
  "primary_business_name": "ALTERI WEALTH",
  "legal_name": "ALTERI WEALTH LLC",
  "dbas": [],
  "city": "Westlake Village",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "37100",
  "metro": {
    "cbsa_code": "37100",
    "common_name": "Oxnard",
    "msa_name": "Oxnard-Thousand Oaks-Ventura, CA",
    "path": "/advisors/ca/oxnard"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-23",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-24",
  "carried_forward": false,
  "raum_total": 566121304.0,
  "raum_discretionary": 543355158.0,
  "raum_non_discretionary": 22766146.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1323490.0,
      "count": 2
    },
    "individuals": {
      "raum": 302976117.0,
      "count": 308
    },
    "pension_profit_sharing": {
      "raum": 4146308.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 247436780.0,
      "count": 20
    },
    "corporations_other_businesses": {
      "raum": 10238609.0,
      "count": 15
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "DE",
    "FL",
    "HI",
    "NV",
    "TX",
    "WA"
  ],
  "websites": [
    "https://alteriwealth.com",
    "https://facebook.com/alteriwealth",
    "https://linkedin.com/company/alteri-wealth",
    "https://x.com/alteriwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331100",
  "city_as_filed": "WESTLAKE VILLAGE",
  "url": "https://advisorcensus.com/firm/alteri-wealth-westlake-village-ca-331100",
  "display_name": "Alteri Wealth",
  "summary": "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.",
  "citation": "AdvisorCensus. Alteri Wealth (CRD 331100): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Alteri Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Alteri Wealth reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Alteri Wealth charge?",
      "a": "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."
    },
    {
      "q": "Where is Alteri Wealth located?",
      "a": "Alteri Wealth's principal office is in Westlake Village, CA, according to its Form ADV."
    },
    {
      "q": "Is Alteri Wealth registered with the SEC or a state?",
      "a": "Alteri Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331100."
    },
    {
      "q": "How much does Alteri Wealth manage?",
      "a": "Alteri Wealth reports $566,121,304 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (96% discretionary)."
    },
    {
      "q": "How have Alteri Wealth's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Alteri Wealth serve?",
      "a": "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)."
    },
    {
      "q": "Does Alteri Wealth report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Alteri Wealth state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Alteri Wealth's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in HI."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 656601717.0,
      "total_employees": 7,
      "filing_date": "2024-08-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 771265644.0,
      "total_employees": 7,
      "filing_date": "2025-05-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 566121304.0,
      "total_employees": 7,
      "filing_date": "2026-06-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in HI."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $771,265,644 to $566,121,304 (-27%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NV."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 22, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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)."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Alteri does not impose a minimum portfolio size or a minimum initial investment to open an account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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).",
      "Alteri does not impose a minimum portfolio size or a minimum initial investment to open an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/alteri-wealth-westlake-village-ca-331100.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 308,
      "fewer_than_5": false,
      "raum": 302976117.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 247436780.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 4146308.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 1323490.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 10238609.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331100",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}