Alteri Wealth: Detailed Company Information & Corporate Profile

Contact top employees from Alteri Wealth

Summary

The company currently specializes in the Financial Services area. The annual revenue of Alteri Wealth varies between 1 and 10M. To connect with Alteri Wealth employee register on SignalHire.

Alteri Wealth Websitealteriwealth.com
Phone Number805.809.0400
Industries
Alteri Wealth Headquarters address4195 E Thousand Oaks Blvd, Westlake Village, California, 91362 US
Company Size1-10 employees
SpecialtiesWealth Management, Family Office, Financial Advisory, Financial Planning, RIA, Registered Investment Advisory, Investment Management, Estate Planning, Retirement Planning, Legacy Planning, Portfolio Management, Tax Planning, Risk Management, Intergenerational Planning, Wealth Planning, Investment Advisory, Fiduciary Advisor, Fee-Only Advisor, Asset Protection
Founded2024
Estimated Annual Revenue$1 - 10M

Estimated Website Traffic

The chart shows a growth in traffic to the alteriwealth.com website. In May, traffic increased to 190, compared to 31 in the previous month. The highest traffic in 2026 was recorded in February, reaching 271 visits.

Workforce Turnover

Length of Employment

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Alteri Wealth's workforce includes employees across a wide range of tenure levels.

17% have been with the company for less than 1 year33% have been with the company for 1 to 2 years33% have been with the company for 8 to 10 years17% have been with the company for more than 11 years
Contact top employees from Alteri Wealth
Michelle Gruber
Michelle GruberFounder/Managing Partner
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Alex Markowitz
Alex MarkowitzFounder/ Managing Partner
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Cheyenne Meinecke
Cheyenne MeineckeClient Experience Manager
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Veronica Hoy
Veronica HoyChief Operating Officer
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Celina Whinery
Celina WhineryClient Operations Manager
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Breann Mullaly Young
Breann Mullaly YoungClient Relationship Manager
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Alteri Wealth Corporate Information: FAQ

Alteri Wealth operates in the Finance industries. More details can be found on the official website: alteriwealth.com.
Alteri Wealth has offices located in Westlake Village, US.
The headquarters of Alteri Wealth are located in Westlake Village, United States.
You can contact Alteri Wealth by phone at 805.809.0400.
Alteri Wealth currently employs 1-10 people.
Alteri Wealth's revenue is approximately 3.8M.

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