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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ALTERNA WEALTH MANAGEMENT, INC.

CRD 146153

HOUSTON, TX

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Search this name across graphsid dfx:ria:362b06a2-dae7-7e3a-ee3f-20d5400446bf

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 60
Dated events: 14
On other graphs: 0
Observed: Mar 29, 2012 to Mar 27, 2026
53 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.71 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=35.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $861M
Private client RAUM: $989MderivedItem 5.D individuals plus high net worth individuals
Private client share: 71%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 28
RAUM per advisor: $50.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 55
Advisory employees: 28
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,316
Individual clients: 518
High net worth clients: 633
SEC number: 801-71135
CIK: 1767699
CRD: 146153
Filings on the tape: 53
First filed: Mar 29, 2012
Latest filed: Mar 27, 2026
Organised: Corporation, TX
Website: alternawealthmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 29

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
FRANCISCO XAVIER MAZA	Chartered Financial Analyst	HOUSTON, TX	18	29	4	yes
EMILIO MEJIA	n/a	HOUSTON, TX	18	25	1	yes
KURT LUDWIG JOSTEN	n/a	SAN ANTONIO, TX \| HOUSTON, TX	16	27	1	yes
BENJAMIN JORGE LOPEZ	n/a	SAN ANTONIO, TX \| HOUSTON, TX	12	26	2	no
JUAN PABLO ANDRADE FRICH	n/a	SAN ANTONIO, TX \| HOUSTON, TX	11	12	n/a	yes
ANTUN DOMIT	n/a	SAN ANTONIO, TX \| HOUSTON, TX	9	11	n/a	yes
ADRIAN MARCELO GONZALEZ VILLARREAL	n/a	HOUSTON, TX	5	14	2	yes
IGNACIO JOSE SUNDERLAND PORTILLA	n/a	HOUSTON, TX	5	13	n/a	yes
SANTIAGO PADRUNO	n/a	HOUSTON, TX	5	12	1	yes
Alejandro Mateos Gonzalez	n/a	HOUSTON, TX	4	21	n/a	yes
Raul Chapa Ugalde	n/a	HOUSTON, TX	4	10	n/a	yes
ROSARIO FATIMA FLORES	n/a	San Antonio, TX \| HOUSTON, TX	4	11	n/a	yes
Marco Razo Torres	n/a	HOUSTON, TX	4	13	n/a	yes
Jose Maria Celorio Alvarez	n/a	HOUSTON, TX	4	10	n/a	yes
Patricio Gomez	n/a	HOUSTON, TX \| San Antonio, TX	4	14	n/a	yes
Roberto Cano	n/a	SAN ANTONIO, TX	3	11	n/a	yes
Rodrigo Romano Baez	n/a	HOUSTON, TX	3	11	n/a	yes
Eugenio Garcia Canales	n/a	HOUSTON, TX	2	21	n/a	yes
Felipe Sanchez Alcocer	n/a	HOUSTON, TX	2	19	n/a	yes
MARIBEL GALINDO	n/a	HOUSTON, TX	2	17	1	yes
Carlo Adriano Zambernardi	n/a	HOUSTON, TX	1	10	n/a	yes
Linda Sophia Legg	n/a	HOUSTON, TX	1	10	n/a	no
Javier Nicieza Arias	n/a	Madrid \| HOUSTON, TX	1	10	n/a	yes
Santiago Manuel Garza	n/a	HOUSTON, TX	0	10	n/a	yes
Gustavo Ramirez	n/a	HOUSTON, TX	0	11	n/a	yes

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ACTINVER MODERATE PORTFOLIO FUND LIMITED	Other Private Fund	$44.8M	Mar 31, 2021	613	Apr 29, 2014	dropped	n/a
ACTINVER CONSERVATIVE PORTFOLIO FUND LIMITED	Other Private Fund	$37.7M	Oct 20, 2019	249	Apr 29, 2014	dropped	n/a
ACTINVER GLOBAL HIGH YIELD FUND SHORT DURATION FUND LIMITED	Other Private Fund	$20.7M	May 15, 2014	53	Apr 29, 2014	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALTERNA HOLDINGS, INC.	Owner	E	yes	10/2007	Mar 27, 2026	Mar 27, 2026
DE LEON, PATRICIA	COMPLIANCE OFFICER	Na	yes	08/2019	Mar 27, 2026	Mar 27, 2026
LOPEZ, BENJAMIN, JORGE	DIRECTOR OF WEALTH MANAGEMENT	Na	yes	01/2016	Mar 27, 2026	Mar 27, 2026
MAZA, FRANCISCO, XAVIER	CHIEF EXECUTIVE OFFICER	Na	yes	05/2021	Mar 27, 2026	Mar 27, 2026
WALSH, TIMOTHY, PATRICK	CHIEF OPERATING OFFICER	Na	yes	06/2024	Mar 27, 2026	Mar 27, 2026
ALTERNA ASESORIA INTERNACIONAL S.A.B. DE C.V.	Shareholder	E	yes	05/2021	May 19, 2021	Nov 18, 2024
WOWAK, JONATHAN, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	no	02/2024	Mar 27, 2026	Mar 27, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ALTERNA INSURANCE SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
ALTERNA SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN ANTONIO	TX	United States	8	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$1.4B	$861M	55	28	1	n/a	n/a
2024	Apr 17, 2025	$1.2B	$800M	51	40	1	n/a	n/a
2023	Mar 29, 2024	$861M	$542M	36	14	1	n/a	n/a
2022	Mar 31, 2023	$666M	$474M	36	15	1	n/a	n/a
2021	Mar 31, 2022	$789M	$580M	36	15	2	n/a	n/a
2020	Mar 31, 2021	$592M	$539M	36	15	2	1	$44.8M
2019	Mar 31, 2020	$505M	$437M	20	15	2	1	$50.2M
2018	Mar 27, 2019	$427M	$315M	20	15	1	2	$81.8M
2017	Mar 28, 2018	$422M	$347M	21	17	1	2	$57.9M
2016	Mar 30, 2017	$377M	$317M	21	17	n/a	3	$105M
2015	Mar 29, 2016	$320M	$320M	17	14	n/a	3	$102M
2014	Mar 27, 2015	$360M	$360M	17	13	n/a	3	$102M
2013	Mar 31, 2014	$118M	$118M	11	10	n/a	n/a	n/a
2012	Mar 28, 2013	$118M	$118M	11	10	n/a	n/a	n/a
2011	Mar 29, 2012	$109M	$109M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	3.6%	0	0	0	2	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.2B	13.8%	$666M	28.1%	55	51	1	1

Relationships

Registered with (48)

← Patricio EsquivelAdvisorregistration: current employment
May 22, 2026 to presentfactForm ADV
← Conor PetersonAdvisorregistration: current employment
Feb 22, 2026 to presentfactForm ADV
← Francisco Jose Rivera CoronaAdvisorregistration: current employment
Dec 19, 2025 to presentfactForm ADV
← Gustavo RamirezAdvisorregistration: current employment
Nov 24, 2025 to presentfactForm ADV
← Santiago Manuel GarzaAdvisorregistration: current employment
Nov 20, 2025 to presentfactForm ADV
← Javier Nicieza AriasAdvisorregistration: current employment
May 14, 2025 to presentfactForm ADV
← Linda Sophia LeggAdvisorregistration: current employment
May 10, 2025 to presentfactForm ADV
← Carlo Adriano ZambernardiAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← MARIBEL GALINDOAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← Felipe Sanchez AlcocerAdvisorregistration: current employment
Jun 1, 2024 to presentfactForm ADV
← Eugenio Garcia CanalesAdvisorregistration: current employment
May 15, 2024 to presentfactForm ADV
← Rodrigo Romano BaezAdvisorregistration: current employment
Aug 30, 2023 to presentfactForm ADV
← Roberto CanoAdvisorregistration: current employment
Jun 23, 2023 to presentfactForm ADV
← Patricio GomezAdvisorregistration: current employment
Aug 30, 2022 to presentfactForm ADV
← Jose Maria Celorio AlvarezAdvisorregistration: current employment
Jun 29, 2022 to presentfactForm ADV
← Marco Razo TorresAdvisorregistration: current employment
May 16, 2022 to presentfactForm ADV
← ROSARIO FATIMA FLORESAdvisorregistration: current employment
Apr 10, 2022 to presentfactForm ADV
← Raul Chapa UgaldeAdvisorregistration: current employment
Mar 9, 2022 to presentfactForm ADV
← Alejandro Mateos GonzalezAdvisorregistration: current employment
Nov 4, 2021 to presentfactForm ADV
← SANTIAGO PADRUNOAdvisorregistration: current employment
Aug 26, 2021 to presentfactForm ADV
← IGNACIO JOSE SUNDERLAND PORTILLAAdvisorregistration: current employment
Jul 26, 2021 to presentfactForm ADV
← ADRIAN MARCELO GONZALEZ VILLARREALAdvisorregistration: current employment
May 21, 2021 to presentfactForm ADV
← ANTUN DOMITAdvisorregistration: current employment
Nov 22, 2016 to presentfactForm ADV
← JUAN PABLO ANDRADE FRICHAdvisorregistration: current employment
Sep 30, 2014 to presentfactForm ADV
← BENJAMIN JORGE LOPEZAdvisorregistration: current employment
Apr 23, 2014 to presentfactForm ADV
← KURT LUDWIG JOSTENAdvisorregistration: current employment
Sep 25, 2009 to presentfactForm ADV
← EMILIO MEJIAAdvisorregistration: current employment
Sep 9, 2008 to presentfactForm ADV
← FRANCISCO XAVIER MAZAAdvisorregistration: current employment
Apr 10, 2008 to presentfactForm ADV
← NOE ORTIZ HERNANDEZAdvisorregistration: previous registration
Mar 14, 2022 to Oct 22, 2025factForm ADV
← ALBERTO VALDESAdvisorregistration: previous registration
Feb 25, 2021 to Feb 11, 2025factForm ADV
and 18 more

Affiliated with (2)

← ALTERNA CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← OPTIMA CAPITAL MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (5)

← MAZA, FRANCISCO, XAVIEROwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 29, 2012 to Nov 18, 2024factForm ADV
← LOPEZ, BENJAMIN, JORGEOwnerDIRECTOR OF WEALTH MANAGEMENT, ownership code NA, individual
Mar 28, 2018 to Nov 18, 2024factForm ADV
← DE LEON, PATRICIAOwnerCOMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2018 to Nov 18, 2024factForm ADV
← ALTERNA ASESORIA INTERNACIONAL S.A.B. DE C.V.OwnerSHAREHOLDER, ownership code E, foreign entity
May 19, 2021 to Nov 18, 2024factForm ADV
← ALTERNA HOLDINGS, INC.OwnerOWNER, ownership code E, domestic entity
May 19, 2021 to Nov 18, 2024factForm ADV

Owns (1)

← WOWAK, JONATHAN, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2024 to Nov 18, 2024factForm ADV

Advises (3)

→ ACTINVER MODERATE PORTFOLIO FUND LIMITEDPrivate fundOther Private Fund, IA, no longer reported
Apr 29, 2014 to Mar 31, 2021factForm ADV
→ ACTINVER CONSERVATIVE PORTFOLIO FUND LIMITEDPrivate fundOther Private Fund, IA, no longer reported
Apr 29, 2014 to Oct 20, 2019factForm ADV
→ ACTINVER GLOBAL HIGH YIELD FUND SHORT DURATION FUND LIMITEDPrivate fundOther Private Fund, IA, no longer reported
Apr 29, 2014 to May 15, 2014factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 22, 2025
Advisor changed firm
Noe Ortiz Hernandez left Alterna Wealth Management, Inc. for Bbva Global Wealth Advisors, Inc. (registered 2025-11-04)
Form ADVobserved 4 days ago
Occurred
Apr 17, 2025
Regulatory AUM changed
Alterna Wealth Management, Inc. reported RAUM $1.2B, up 43% from $861.0M (2025-01-22 to 2025-04-17)
Form ADVobserved 4 days ago
$371M
Occurred
Feb 11, 2025
Advisor changed firm
Alberto Valdes left Alterna Wealth Management, Inc. for Vectorglobal Iag, Inc. (registered 2025-02-12)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2024
Regulatory AUM changed
Alterna Wealth Management, Inc. reported RAUM $861.0M, up 29% from $666.2M (2023-12-12 to 2024-03-29)
Form ADVobserved 4 days ago
$195M
Occurred
Nov 7, 2023
Advisor changed firm
Matteo Hernandez-Sada left Alterna Wealth Management, Inc. for Bbva Global Wealth Advisors, Inc. (registered 2024-08-19)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Control person left
Julian Joseph Scavetti (Chief Compliance Officer) no longer on Schedule A of Alterna Wealth Management, Inc. (listed 2023-02-02, absent 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 8, 2023
Advisor changed firm
Ainhoa Sanchez Castro left Alterna Wealth Management, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-04-06)
Form ADVobserved 4 days ago
Occurred
Oct 31, 2022
Advisor changed firm
Roberto Cortinagonzalezpaz left Alterna Wealth Management, Inc. for Citigroup Global Markets Inc. (registered 2022-11-02)
Form ADVobserved 4 days ago
Occurred
Sep 30, 2022
Advisor changed firm
Marcelo Andres Gomez left Alterna Wealth Management, Inc. for Truist Advisory Services, Inc. (registered 2022-09-30)
Form ADVobserved 4 days ago
Occurred
Jun 9, 2022
Advisor changed firm
Juan Pablo Bustamante left Alterna Wealth Management, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-06-10)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Alterna Wealth Management, Inc. reported RAUM $788.8M, up 33% from $591.6M (2021-06-21 to 2022-03-31)
Form ADVobserved 4 days ago
$197M
Occurred
Oct 20, 2019
Control person left
Walter William Cathriner (Chief Compliance Officer) no longer on Schedule A of Alterna Wealth Management, Inc. (listed 2019-06-12, absent 2019-10-20)
Form ADVobserved 4 days ago
Occurred
Oct 20, 2019
Control person joined
Julian Joseph Scavetti (Chief Compliance Officer) appeared on Schedule A of Alterna Wealth Management, Inc.
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 17, 2026
Rogelio Ostos Ruiz registered as an investment adviser representative at Alterna Wealth Management, Inc.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:362b06a2-dae7-7e3a-ee3f-20d5400446bf
First observed: Mar 29, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALTERNA WEALTH MANAGEMENT, INC.

CRD 146153

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:362b06a2-dae7-7e3a-ee3f-20d5400446bf

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

FRANCISCO XAVIER MAZA

Chartered Financial Analyst

HOUSTON, TX

yes

EMILIO MEJIA

n/a

HOUSTON, TX

yes

KURT LUDWIG JOSTEN

n/a

SAN ANTONIO, TX | HOUSTON, TX

yes

BENJAMIN JORGE LOPEZ

n/a

SAN ANTONIO, TX | HOUSTON, TX

JUAN PABLO ANDRADE FRICH

n/a

SAN ANTONIO, TX | HOUSTON, TX

n/a

yes

ANTUN DOMIT

n/a

SAN ANTONIO, TX | HOUSTON, TX

n/a

yes

ADRIAN MARCELO GONZALEZ VILLARREAL

n/a

HOUSTON, TX

yes

IGNACIO JOSE SUNDERLAND PORTILLA

n/a

HOUSTON, TX

n/a

yes

SANTIAGO PADRUNO

n/a

HOUSTON, TX

yes

Alejandro Mateos Gonzalez

n/a

HOUSTON, TX

n/a

yes

Raul Chapa Ugalde

n/a

HOUSTON, TX

n/a

yes

ROSARIO FATIMA FLORES

n/a

San Antonio, TX | HOUSTON, TX

n/a

yes

Marco Razo Torres

n/a

HOUSTON, TX

n/a

yes

Jose Maria Celorio Alvarez

n/a

HOUSTON, TX

n/a

yes

Patricio Gomez

n/a

HOUSTON, TX | San Antonio, TX

n/a

yes

Roberto Cano

n/a

SAN ANTONIO, TX

n/a

yes

Rodrigo Romano Baez

n/a

HOUSTON, TX

n/a

yes

Eugenio Garcia Canales

n/a

HOUSTON, TX

n/a

yes

Felipe Sanchez Alcocer

n/a

HOUSTON, TX

n/a

yes

MARIBEL GALINDO

n/a

HOUSTON, TX

yes

Carlo Adriano Zambernardi

n/a

HOUSTON, TX

n/a

yes

Linda Sophia Legg

n/a

HOUSTON, TX

n/a

Javier Nicieza Arias

n/a

Madrid | HOUSTON, TX

n/a

yes

Santiago Manuel Garza

n/a

HOUSTON, TX

n/a

yes

Gustavo Ramirez

n/a

HOUSTON, TX

n/a

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ACTINVER MODERATE PORTFOLIO FUND LIMITED

Other Private Fund

$44.8M

Mar 31, 2021

613

Apr 29, 2014

dropped

n/a

ACTINVER CONSERVATIVE PORTFOLIO FUND LIMITED

Other Private Fund

$37.7M

Oct 20, 2019

249

Apr 29, 2014

dropped

n/a

ACTINVER GLOBAL HIGH YIELD FUND SHORT DURATION FUND LIMITED

Other Private Fund

$20.7M

May 15, 2014

Apr 29, 2014

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALTERNA HOLDINGS, INC.

Owner

yes

10/2007

Mar 27, 2026

DE LEON, PATRICIA

COMPLIANCE OFFICER

yes

08/2019

Mar 27, 2026

LOPEZ, BENJAMIN, JORGE

DIRECTOR OF WEALTH MANAGEMENT

yes

01/2016

Mar 27, 2026

MAZA, FRANCISCO, XAVIER

CHIEF EXECUTIVE OFFICER

yes

05/2021

Mar 27, 2026

WALSH, TIMOTHY, PATRICK

CHIEF OPERATING OFFICER

yes

06/2024

Mar 27, 2026

ALTERNA ASESORIA INTERNACIONAL S.A.B. DE C.V.

Shareholder

yes

05/2021

May 19, 2021

Nov 18, 2024

WOWAK, JONATHAN, MICHAEL

CHIEF COMPLIANCE OFFICER

02/2024

Mar 27, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ALTERNA INSURANCE SERVICES, INC.

n/a

yes

n/a

ALTERNA SECURITIES, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SAN ANTONIO

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.4B

$861M

n/a

2024

Apr 17, 2025

$1.2B

$800M

n/a

2023

Mar 29, 2024

$861M

$542M

n/a

2022

Mar 31, 2023

$666M

$474M

n/a

2021

Mar 31, 2022

$789M

$580M

n/a

2020

Mar 31, 2021

$592M

$539M

$44.8M

2019

Mar 31, 2020

$505M

$437M

$50.2M

2018

Mar 27, 2019

$427M

$315M

$81.8M

2017

Mar 28, 2018

$422M

$347M

$57.9M

2016

Mar 30, 2017

$377M

$317M

n/a

$105M

2015

Mar 29, 2016

$320M

n/a

$102M

2014

Mar 27, 2015

$360M

n/a

$102M

2013

Mar 31, 2014

$118M

n/a

2012

Mar 28, 2013

$118M

n/a

2011

Mar 29, 2012

$109M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

3.6%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.2B

13.8%

$666M

28.1%