Alteri Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$550,412,897
Clients
328
Advisors
3
of 7 employees
About
Alteri Wealth provides discretionary and non‑discretionary investment management and financial planning to affluent individuals and families and to institutional entities. The brochure specifically notes service for business owners, athletes, physicians, entrepreneurs and entertainment industry executives, and it also offers retirement plan advisory and facilitates estate‑planning document preparation through a third‑party technology partner.
The firm tailors portfolios to each client using primarily fundamental analysis and a generally long‑term orientation, investing across individual equities, municipal and corporate bonds, ETFs, mutual funds, REITs, private/alternative investments and closed‑end funds. Alteri may recommend and monitor unaffiliated external managers for portions of client assets and discloses that, unless otherwise agreed, fees charged by designated external managers are often paid by the firm rather than added to the client fee.
What is notable in the brochure is the scale of assets managed (approximately $566.1 million as of December 31, 2025) relative to a small advisory team, resulting in relatively high assets under management per advisor compared with many peers. The firm also discloses a significant operational relationship with Charles Schwab — including access to software and services and a business loan that requires the firm to maintain a large proportion of client assets at Schwab — and that certain representatives are registered with a broker‑dealer and licensed as insurance professionals, disclosures the firm identifies as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Estate planning fees may be charged as a flat fee, agreed upon per client.
Up to 1.5% per annum, negotiable
Certain advisory persons earn commission-based compensation for insurance products separate from advisory fees.
Main office
4195 East Thousand Oaks Blvd., Suite 250
Westlake Village CA 91362
Advisors at this office
3
Most active in
Arizona · California · Colorado · Delaware · Florida · Hawaii · Nevada · Texas · Washington
Also doing business as
Alteri Wealth · Alteri Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michelle G
Series 66
Westlake Village, CA
Alteri Wealth
Michelle Gruber is a financial advisor at Alteri Wealth with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Bank of America, N.A. Gruber is also involved in client acquisition, investment management, and relationship management roles at both Alteri Wealth and Purshe Kaplan Sterling Investments. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning services to affluent individuals, families, and institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm employs a fundamental, long-term investment approach and manages approximately $566 million in assets.
Matthew M
Series 63, Series 65
Westlake Village, CA
Alteri Wealth
Matthew Mullaly is a financial advisor with Alteri Wealth holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is based in Westlake Village, CA. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning to affluent individuals and families as well as institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm uses a primarily fundamental analysis approach with a long-term investment orientation, managing a diverse range of asset classes and offering retirement plan advisory and estate-planning facilitation.
Alex M
Series 66
Westlake Village, CA
Alteri Wealth
Alex Markowitz is a financial advisor with Alteri Wealth in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill before joining Alteri Wealth, and has also been affiliated with Purshe Kaplan Sterling Investments. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning to affluent individuals, families, and institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm uses a fundamentally driven, long-term investment approach across a range of asset classes and offers additional services such as retirement plan advisory and estate-planning support.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")