ALTERI WEALTH LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 331100). Regulatory assets under management: $566.1M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Roseann Higgins | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |
| Michelle R Gruber | FOUNDING MEMBER AND MANAGER | — |
| Alex G Markowitz | FOUNDING MEMBER AND MANAGER | — |
| Veronica Hoy | CHIEF OPERATING OFFICER | — |
| WOODARD KEVIN SEAN | MEMBER AND MANAGER | — |
| HIGGINS ROSEANN | CHIEF COMPLIANCE OFFICER | — |
| GRUBER MICHELLE R | FOUNDING MEMBER AND MANAGER | — |
| MARKOWITZ ALEX G | FOUNDING MEMBER AND MANAGER | — |
| HOY VERONICA | CHIEF OPERATING OFFICER | — |