Alterna Wealth Management, Inc.

Alterna Wealth Management, Inc. is a registered investment adviser located in Houston, Texas, with a branch office in San Antonio. Established as Alterna Wealth in 2021, the firm is owned by Alterna Holdings, Inc., a subsidiary of Alterna Asesoria Internacional SAB de CV. President F. Xavier Maza leads the firm in providing investment advisory and consulting services to individuals, high net worth individuals, trusts, estates, institutions, and charitable organizations. Alterna Wealth emphasizes a disciplined approach to investing, focusing on determining the best asset allocation and investment approach tailored to each client's risk and return objectives. The firm manages approximately $1.2 billion in total assets, with $800 million under discretionary management and $432 million under non-discretionary management. Alterna Wealth charges an annualized asset-based advisory fee, typically 1.25% of assets under management, which is negotiable based on factors such as account size and services provided. The firm does not charge performance-based fees and does not sponsor or manage a wrap fee program. Alterna Wealth may recommend models/strategies to clients, including those managed by unaffiliated third-party asset managers, and may oversee portfolios with Alterna Funds or strategies. The firm exercises investment discretion with client accounts, selecting securities and determining transactions within the client's stated objectives and restrictions. Alterna Wealth does not vote on client securities proxies and does not have any financial commitments impairing its ability to meet client commitments. For additional information, clients can contact Alterna Wealth directly.