Rogelio Ostos ruiz
Investment adviser representative at Alterna Wealth Management, Inc.
24 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Alterna Wealth Management, Inc.Sep 2026 to now
- Actinver Wealth Management, Inc.May 2026 to now
- Grupo Fincanciero Actinver Casa De Bolsa Sa De CvJun 2002 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Alterna Wealth Management, Inc.
$1.4BAssets managed
1,316Clients
29Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8267690
- Firm CRD
- 146153