Darren
Whissen
Alternativ Wealth
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About this Advisor
Darren Whissen is a financial advisor who works in Irvine, California who has 1 year of industry experience. Whissen works at Alternativ Wealth. Throughout their career, they have worked at Courtlandt Wealth Management, Courtlandt Securities Corporation, Courtlandt Insurance, Atomi Financial Group, Inc, Shopoff Securities, Inc, Bren Ventures, Influential Securities LLC and Link Alts Capital LLC. Whissen has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in California. Alternativ Wealth is an advisory company operating out of Irvine, CA. It has offices in 15 locations and a total of 38 people on staff. It has $430 million in assets between its 2,231 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 2,231 customer accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on which service is offered. However, fee types billed by Alternativ Wealth can include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alternativ Wealth Brokerage Details
$429,817,431
38
2,231
$192,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Darren Whissen Work History
Darren has been registered as a financial advisor for 1 years.*
Link Alts Capital LLC
Atomi Financial Group, Inc
Influential Securities LLC
Bren Ventures
Shopoff Securities, Inc
Courtlandt Wealth Management
Courtlandt Securities Corporation
Courtlandt Insurance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Darren Whissen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alternativ Wealth
Irvine, CA
Lavernia, TX
Burlingame, CA
Irvine, CA
Byron Center, MI
Irvine, CA
Irvine, CA
Richmond, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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