Chief Operating Officer · Alteri Wealth
Veronica Hoy
CRD 2777976 · Named on Form ADV at one SEC-registered adviser
At a glance
Alteri Wealth, an SEC-registered wealth manager based in Westlake Village, CA with $566 million in regulatory assets, lists Veronica Hoy on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Alteri WealthChief Operating OfficerWealth manager · Westlake Village, CA · $566M in regulatory assets
AtlasMembers
Veronica’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Roseann HigginsChief Compliance Officer, Alteri Wealth
- Michelle R GruberFounding Member and Manager, Alteri Wealth
- Alex G MarkowitzFounding Member and Manager, Alteri Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Veronica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.