Patricio Gomez

Alterna Wealth Management, INC.

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Alterna Wealth Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

24 advisors

Number of Clients

1,285 clients

Average Client Portfolio

$958K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

2800 Post Oak Blvd, Suite 6300, Houston, TX, 77056

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Patricio owns House of Regent LLC, a real estate management company, since December 2023. He receives no compensation and devotes minimal time to this activity.

Employment History

Current Registrations

Alterna Wealth Management, INC.

August 2022 - Present · 3 yrs 6 mos

Alterna Securities, INC.Broker

March 2022 - Present · 3 yrs 11 mos

State Registrations4 states

CANYTNTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.