Alteri Wealth LLC

Business address
4195 East Thousand Oaks Blvd, Suite 250, Westlake Village, CA, 91362
Top securities (13F)
NVDA, AAPL, AVGO, MSFT, WMT, XOM, GOOGL, AMZN, JPM, BAC, META, INTC, SRLN, TSLA, AMGN, BA, IVV, GOOG, ZECP, and LLY
State of incorporation
CA
Fiscal year end
31 December
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Alteri Wealth LLC has filed 5 SEC EDGAR filings since 14 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-25206
N-PX Open Document Open Filing 18 Aug 2025 30 Jun 2025 028-25206
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-25206
13F-HR Open Document Open Filing 07 May 2025 31 Mar 2025 028-25206
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-25206