Alteri Wealth Llc
- Regulatory AUM
- $566M
- Discretionary
- $543M
- Clients
- 350
- Avg AUM / client
- $1.6M
- Accounts
- 1,344
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 308 | $303M | 53.5% |
| High net worth individuals | 20 | $247M | 43.7% |
| Pension and profit sharing plans | 5 | $4.1M | 0.73% |
| Charitable organizations | 2 | $1.3M | 0.23% |
| Corporations and other businesses | 15 | $10.2M | 1.81% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Higgins, Roseann | Chief Compliance Officer | Apr 2024 (2y) | Less than 5% | |
| Alex G Markowitz | Founding Member And Manager | May 2024 (2y) | 25% – 50% | |
| Hoy, Veronica | Chief Operating Officer | May 2024 (2y) | Less than 5% | |
| Michelle R Gruber | Founding Member And Manager | May 2024 (2y) | 25% – 50% | |
| Matthew C Mullaly | Registered representative | May 2024 (2y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 896 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗