Alteri Wealth

Financial Services • Thousand Oaks, California, United States • 1-10 Employees

Company overview

Headquarters	4195 E Thousand Oaks Blvd, Suite 250, Westlake Village, California 91362, US
Website	alteriwealth.com
NAICS	52
Keywords	Risk Management, Tax Planning, RIA, Financial Advisory, Asset Protection, Family Office, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advisory, Estate Planning, Investment Management, Legacy Planning, Wealth Planning, Intergenerational Planning, Fiduciary Advisor, Fee-Only Advisor, Registered Investment Advisory
Founded	2024
Employees	1-10

Key Contacts at Alteri Wealth

Alex Markowitz

Founder/ Managing Partner

Michelle Gruber

Founder/Managing Partner

Alteri Wealth Email Formats

Alteri Wealth uses 2 email formats. The most common is {first initial} (e.g., j@alteriwealth.com), used 85.7% of the time.

Format	Example	Percentage
{first initial}	j@alteriwealth.com	85.7%
{first name}	john@alteriwealth.com	14.3%

About Alteri Wealth

Alteri Wealth is an SEC Registered Investment Advisor (RIA) based in Westlake Village, California, serving clients in the Southland, Ventura County, and Greater Los Angeles area, as well as from all around the United States. Founded by financial advisors Michelle Gruber and Alex Markowitz, the independent, fiduciary wealth management firm provides comprehensive financial planning, holistic advice, investment advisory, retirement income planning, risk management, and coordinated strategies to help clients identify legacy goals, protect assets, navigate mortgages, finance purchases, and feel confident financially. For ultra-high-net-worth families with complex financial lives, they also function as a Family Office and provide holistic tax planning, trust services, bespoke investment strategies, risk management, wealth transfer, personal CFO, bill pay, and concierge services in order to preserve wealth and maximize legacy while minimizing taxes. Learn more at www.AlteriWealth.com Find important disclosure info here: https://www.alteriwealth.com/disclosures

Alteri Wealth revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Founder/Owner

Employees by Department

Alteri Wealth has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Alteri Wealth has never raised funding before.

Alteri Wealth Tech Stack

Discover the technologies and tools that power Alteri Wealth's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

RSS

Miscellaneous

Frequently asked questions

Alteri Wealth is located in Thousand Oaks, California, US.

Alteri Wealth was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Alteri Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Alteri Wealth

Alex Markowitz

Founder/ Managing Partner

Michelle Gruber

Founder/Managing Partner

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