# ALTERI WEALTH LLC

ALTERI WEALTH LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 331100
- Type: SEC-registered investment adviser
- SEC file number: 801-130234
- Location: 4195 EAST THOUSAND OAKS BLVD., SUITE 250, WESTLAKE VILLAGE, CA, 91362
- Phone: 805-809-0400
- Latest filing: 2026-06-24
- Regulatory AUM: $566.1M
- Discretionary AUM: $543.4M
- Non-discretionary AUM: $22.8M
- Clients: 7
- Accounts: 1,344

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (9)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331100/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331100/similar
- Related entities: https://search.stillhousedata.com/firm/331100/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331100

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.