San Antonio, TX Office

Team
Updated today

Client AUM

$988,572,233

Clients

1,151

Advisors

5

Of 29 advisors across 2 offices

Location

19134 Stone Oak Parkway, Suite 200

San Antonio TX 78258

Advisors at this office

5

Advisors at this office

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Roberto C

Series 66

San Antonio, TX

Alterna Wealth Management, Inc.

Roberto Cano is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Ernst & Young and Alterna Securities. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm’s client base is primarily concentrated outside the United States, mainly in Latin America, and it emphasizes a disciplined, client-tailored investment process with an international focus.

Active portfolio management Factor investing / smart beta Private / alternative investments Founder/Business Owner Immigrants
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Antun D

Series 66

San Antonio, TX

Alterna Wealth Management, Inc.

Antun Domit is a financial advisor at Alterna Wealth Management, Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked at Actinver Wealth Management, Inc. and Actinver Securities, Inc. since 2014. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach with tailored strategies and dynamic models, serving a substantial non-U.S. client base primarily from Latin America.

Active portfolio management Factor investing / smart beta Private / alternative investments Founder/Business Owner Immigrants
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Benjamin L

Series 63, Series 65

San Antonio, TX

Alterna Wealth Management, Inc.

Benjamin Lopez is a financial advisor at Alterna Wealth Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Actinver Wealth Management, Inc. since 2014. Outside of his advisory role, he serves as Managing Member of KASA Investments, LLC and as Secretary and Director of Optima Equity Partners, Inc. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Active portfolio management Factor investing / smart beta Private / alternative investments Founder/Business Owner Immigrants
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Kurt J

Series 66

San Antonio, TX

Alterna Wealth Management, Inc.

Kurt Josten is a financial advisor with Alterna Wealth Management, Inc. in San Antonio, TX, holding a Series 66 designation and 27 years of industry experience. He has been affiliated with Actinver Securities, Inc. since 2015 and Actinver Wealth Management, Inc. since 2009. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm manages approximately $1.2 billion across discretionary and non-discretionary accounts, employing a global, diversification-focused investment approach that incorporates quantitative analysis, technical methods, and third-party research.

Active portfolio management Factor investing / smart beta Private / alternative investments Founder/Business Owner Immigrants
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Juan A

Series 65, Series 63

San Antonio, TX

Alterna Wealth Management, Inc.

Juan Andrade Frich is a financial advisor at Alterna Wealth Management, Inc. based in San Antonio, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Actinver Securities, Inc. and Actinver Wealth Management, Inc. since 2014. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a client base primarily concentrated in Latin America, especially Mexican citizens. The firm emphasizes a disciplined, client-tailored investment process focused on global diversification and dynamic strategies.

Active portfolio management Factor investing / smart beta Private / alternative investments Founder/Business Owner Immigrants
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