Alterna Wealth Management

Justin Harper, as President and CEO, sets the investment philosophy and leads the construction of client portfolios. The firm operates as a centralized RIA, meaning Harper's team holds discretionary authority over the accounts it manages. Ken Allen serves as Chief Compliance Officer, overseeing the regulatory framework that governs trading and client communication.

Alterna Wealth Management is structured as a registered investment advisor — a traditional wealth manager, not a family office. It serves multiple unrelated client households rather than a single family's capital. The firm files Form ADV with the SEC and operates under the fiduciary standard, which legally obligates it to act in clients' best interests.

Alterna builds portfolios using a mix of individual equities, fixed-income securities, and liquid alternative strategies including managed futures. The firm does not market its own proprietary funds. Its discretionary authority means it can rebalance and trade within client accounts without seeking prior approval for each transaction, though the firm emphasizes goals-based reporting over tactical trading volume.

Based on the firm's reported focus on liquid public markets and managed-futures allocations, there is no indication Alterna structures direct private-company investments, venture deals, or real-estate joint ventures. The firm's toolset appears engineered for households that need daily-liquidity portfolios and retirement-income planning rather than illiquid alternatives.

Alterna is compensated exclusively through advisory fees paid by clients. As a fee-only RIA, the firm does not accept commissions, 12b-1 marketing fees, revenue-sharing from mutual fund companies, or brokerage incentives. This means the firm's revenue grows with client portfolio appreciation and new asset inflows — aligning its economics with client outcomes rather than product sales.