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 The firm is no longer active and hence is no longer tracked by PitchBook.
Registered with 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.).
Free account
See the whole book
- ·Watchlist + alerts for Alterna Wealth Management (Florida)'s activity
Create free account
No card required
Portfolio, priced
1 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Marble | — | $31.0M | — |
Team
1 people on record — 1 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What companies does Alterna Wealth Management (Florida) invest in?
- Alterna Wealth Management (Florida) has 1 recorded portfolio companies, including Marble.