Chief Executive Officer · Alterna Wealth Management, Inc.
Francisco X. Maza
CRD 2786574 · Named on Form ADV at one SEC-registered adviser
At a glance
Alterna Wealth Management, Inc., an SEC-registered wealth manager based in Houston, TX with $1.4 billion in regulatory assets, lists Francisco X. Maza on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Alterna Wealth Management, Inc.Chief Executive OfficerWealth manager · Houston, TX · $1.4B in regulatory assets
AtlasMembers
Francisco’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Benjamin J. LopezDirector of Wealth Management, Alterna Wealth Management, Inc.
- Patricia De LeonCompliance Officer, Alterna Wealth Management, Inc.
- Jonathan M. WowakChief Compliance Officer, Alterna Wealth Management, Inc.
- Timothy P. WalshChief Operating Officer, Alterna Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Francisco’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.