Rosemary
Wright
Alternativ Wealth
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About this Advisor
Rosemary Wright is a certified financial planner operating out of Las Vegas, Nevada with 1 year of relevant experience. Wright is an employee of Alternativ Wealth. Over the course of their career, they have held roles at Wells Fargo Private Bank, None, National Wealth Partners, LLC, Belpointe Asset Management LLC and Atomi Dba Alternativ Wealth. Wright maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alaska, California, Illinois, Indiana, Nevada, New York, Ohio, Oklahoma, Texas and Virginia. Alternativ Wealth is a firm based out of Irvine, CA. It has offices in 15 locations and a total of 38 advisors. It manages $430 million in assets under management across its 2,231 client accounts, placing it among the larger firms in the country by assets under management. Of its 2,231 customer accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company offers a broad range 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 for financial management are based on the services. However, fee types billed by Alternativ Wealth can include some 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
Rosemary Wright Work History
Rosemary has been registered as a financial advisor for 1 years.*
Atomi Dba Alternativ Wealth
Belpointe Asset Management LLC
National Wealth Partners, LLC
None
Wells Fargo Private Bank
*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 Rosemary Wright 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
Byron Center, MI
Irvine, CA
Austin, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
