What departments does Alterra Advisors have?

Alterra Advisors has employees across 2 departments including Finance, Administrative.

What is the largest department at Alterra Advisors?

The largest department at Alterra Advisors is Finance with 2 employees.

Where are Alterra Advisors employees located globally?

Alterra Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Alterra Advisors's team size changed over time?

Alterra Advisors's team has decreased from approximately 13 to 12 employees based on available data.

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Alterra Advisors Employee Directory

Financial ServicesWashington, United States11-50 Employees

Alterra Advisors is an independent wealth management firm based in Bellevue, Washington, offering integrated financial planning for clients with complex goals. It serves successful entrepreneurs and business owners, retirees, and individuals pursuing legacy and charitable objectives, guiding them from launch to ongoing coordination. Securities and investment advisory services are provided through Integrity Alliance, LLC, and Alterra Advisors, LLC is not affiliated with Integrity Wealth.

Founded in 2006, the firm emphasizes a grounded, client-focused approach within the Pacific Northwest financial services landscape. A notable development in 2024 was a partnership with NexPoint Capital to educate clients on 1031 exchanges and related structures.

Alterra Advisors Global Highlights

North America
16

United States Of America
16

Alterra Advisors's Leadership

G. M.
Financial Advisor | Founding Partner
Mobile Phone
Email
D. S.
Director Of First Impressions
Mobile Phone
Email
N. W.
Director Of Client Care & Administration
Mobile Phone
Email
S. J.
Financial Advisor Associate
Mobile Phone
Email

Alterra Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Business

Contact profiles from Alterra Advisors

Name

Title

Contact Info

Location

Last Update

G. M.
Financial Advisor | Founding Partner
Mobile Phone
Email
Apr 24, 2026
D. S.
Director Of First Impressions
Mobile Phone
Email
UNITED STATES
May 29, 2026
N. W.
Director Of Client Care & Administration
Mobile Phone
Email
May 17, 2026
S. J.
Financial Advisor Associate
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Alterra Advisors known for?

Alterra Advisors was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 500 108th Avenue Northeast Suite 1700 Bellevue, Washington 98004 United States. Explore Alterra Advisors's company overview page for more information.

What is Alterra Advisors's most common email format?

Alterra Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alterra Advisors email formats with LeadIQ.

How many employees does Alterra Advisors have currently?

Alterra Advisors has approximately 13 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Alterra Advisors's key employees and leadership?

As of July 2026, Alterra Advisors's key employees include:

Financial Advisor | Founding Partner: G. M.
Director Of First Impressions: D. S.
Director Of Client Care & Administration: N. W.
Financial Advisor Associate: S. J.

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Alterra Advisors Employee Directory

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