ALTERI WEALTH LLC
DBA: ALTERI WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $566.1M |
| Discretionary | $543.4M96% of AUM |
| Non-Discretionary | $22.8M |
| Client Accounts | 1,344 |
| Avg Account Size | $421K |
| Employees | 7 |
| Peak AUM | $771.3MFeb 2025 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $566M | 26.6% | — | — | |
| Discretionary AUM | $543M | ||||
Key Metrics
| Total AUM | $566.1M |
| Discretionary | $543.4M |
| Employees | 7 |
| Client Accounts | 1344 |
| Client Range | 26-50 |
Contact & Location
Address
4195 EAST THOUSAND OAKS BLVD.
WESTLAKE VILLAGE CA 91362
Phone
805-809-0400
Filing History
31 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$543M
96.0% of AUM
Non-Discretionary
$23M
4.0% of AUM
Disc. mix ▲ 36.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported