Altera Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Altera Private Wealth LLC is a state-registered investment adviser that provides investment management and wealth planning to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm also offers pension and profit-sharing plan consulting, 1031 real estate exchange consulting, and access to private investment offerings sponsored by a related entity.
The firm's investment process emphasizes asset allocation, diversified manager selection, tax management, and ongoing portfolio monitoring, using custom model portfolios to implement client objectives. Accounts may be managed on a discretionary or non-discretionary basis, and the firm may engage third-party or dual-adviser arrangements (including established custodial platforms) to provide or execute discretionary portfolio management.
Noteworthy for a newly formed adviser with no assets under management to date, the firm explicitly plans to serve pooled vehicles and institutional retirement clients—services that are uncommon among similar independent advisers. It also has a disclosed relationship with a separately controlled sponsor of private offerings and arrangements to use third-party managers, creating potential conflicts that the firm says it will address through written disclosures and client consent.
Client services
Expertise
Fee options
$0 - $249,999: 1.50% $250,000 - $1,999,999: 1.00% $2,000,000 - $9,999,999: 0.75% $10,000,000+: 0.50%
Account minimum: $100,000 Fee-only: Fee-only Registered Investment Advisor; no commissions or product sales charges.
Main office
Astoria NY
Advisors at this office
1
Most active in
New York
Also doing business as
Altera Private Wealth LLC · Yieldwink Capital · Yieldwink Capital 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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