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Alterna Wealth Management (Florida)

Other · Boca Raton, Florida

Alterna Wealth Management (Florida) is an other based in Boca Raton, Florida. Alterna Wealth Management was a multi-family office based in Boca Raton, Florida. 1 portfolio company is on record.

AUM
—
Portfolio companies
1
Recorded deals
1
Last investment
—

Alterna Wealth Management (Florida) key facts

  • Alterna Wealth Management (Florida) is a other based in Boca Raton, Florida with 1 tracked portfolio company.
  • Notable positions include Marble.
  • The team roster lists 1 person.
  • Alterna Wealth Management (Florida) reports $1.2B in regulatory assets under management, per its SEC Form ADV (2026-03).

About Alterna Wealth Management (Florida)

Alterna Wealth Management was a multi-family office based in Boca Raton, Florida. Established in 2012, the firm was an investment advisory and wealth management firm that helped its clients to achieve their investment needs and provided them with a wide range of investment products, portfolios and services to help them prepare for their financial future. The firm is no longer active and hence is no longer tracked by PitchBook.

Investment focus

Its SEC Form ADV lists $1.2 billion in regulatory assets under management (Mar 2026).

Alterna Wealth Management (Florida) portfolio at a glance

1 portfolio company is on record for Alterna Wealth Management (Florida): Marble.

Alterna Wealth Management (Florida) team

1 person is on record at Alterna Wealth Management (Florida). Senior names include Benjamin Lopez (Vice President). 1 of them have a verified direct contact on file.

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Alterna Wealth Management (Florida) at the SEC

Form ADV · 2026-03 · CRD 146153
Regulatory AUM
$1.2B
Private fund assets
—
Private funds
—
Staff
55
Registered office
HOUSTON, TX
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ALTERNA WEALTH MANAGEMENT, INC.).

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Portfolio

1 companies · priced for members
CompanyValuationRole
Marble▮▮
All 1 companies — valuations, dates and lead flags are a member feature
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Team
1 people on record — 1 with verified contacts

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Frequently asked about Alterna Wealth Management (Florida)

What companies does Alterna Wealth Management (Florida) invest in?
Alterna Wealth Management (Florida) has 1 recorded portfolio companies, including Marble.