Stefan
Whitwell
Alternativ Wealth
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About this Advisor
Stefan Whitwell is a chartered financial analyst who works in Irvine, California with 1 year of industry experience. Whitwell is an employee of Alternativ Wealth. Their career trajectory has included roles at Empirical Solutions, LLC, Ameriprise Financial Services Inc, Watchful Software, Covenant Multi-Family Offices, LLC, Team Funding Solutions, Whitwell & Co., LLC, Atomi Dba Alternativ Wealth, National Wealth Partners, LLC and Belpointe Asset Management, LLC. Whitwell maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to advise clients in Alaska, California, Illinois, Indiana, Nevada, New York, Ohio, Oklahoma, Texas and Virginia. Alternativ Wealth is a financial advisory company headquartered in Irvine, CA. It has offices in 15 locations and a total of 38 financial advisors. It has $430 million in assets under management across its 2,231 client accounts, making it one of the larger firms in the country by assets under management. Of its 2,231 accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets. The business performs a number 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. Financial management fees typically are based on which services are offered. However, fee types billed by Alternativ Wealth likely consist 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
Stefan Whitwell Work History
Stefan has been registered as a financial advisor for 1 years.*
Atomi Dba Alternativ Wealth
Whitwell & Co., LLC
Belpointe Asset Management, LLC
Team Funding Solutions
National Wealth Partners, LLC
Ameriprise Financial Services Inc
Watchful Software
Covenant Multi-Family Offices, LLC
Empirical Solutions, LLC
*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 Stefan Whitwell 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
Burlingame, CA
Irvine, CA
Lavernia, TX
Irvine, CA
Irvine, CA
Irvine, CA
Byron Center, MI
Irvine, 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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