# 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.

- CRD: 331100
- Filed as: ALTERI WEALTH
- Legal name: Alteri Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westlake Village, CA
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331100
- AdvisorCensus page: https://advisorcensus.com/firm/alteri-wealth-westlake-village-ca-331100

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 22, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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

> Alteri does not impose a minimum portfolio size or a minimum initial investment to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $566,121,304
- Discretionary: $543,355,158
- Non-discretionary: $22,766,146

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 308 | $302,976,117 |
| High net worth individuals | 20 | $247,436,780 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $4,146,308 |
| Charitable organizations | 2 | $1,323,490 |
| Corporations or other businesses not listed above | 15 | $10,238,609 |

### 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, DE, FL, HI, NV, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alteriwealth.com
- Facebook @alteriwealth
- LinkedIn @alteri-wealth
- X @alteriwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $656,601,717 | 7 | August 30, 2024 |
| October 2025 | $771,265,644 | 7 | May 19, 2025 |
| October 2026 | $566,121,304 | 7 | June 24, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alteri Wealth (CRD 331100): Form ADV filing data as of October 2026.