Please read these important disclosures and regulatory information carefully.
AlterX Wealth Management ("AlterXWealth") is an CMA (Capital Markets Authority) registered investment adviser headquartered in Kampala, Uganda. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk.
Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by AlterXWealth, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful.
All investments involve risk, including the possible loss of principal. The following risks should be carefully considered:
IMPORTANT: AlterX Wealth Management does not solicit nor provide advisory services via off-channel communications (i.e.: WhatsApp, Signal, Telegram, etc.)
Should you receive any off-channel communications claiming to be from AlterXWealth, consider these communications to be illegitimate. Please contact AlterXWealth immediately if you have any concerns.
Official communications from AlterXWealth will only be made through:
AlterXWealth's Form ADV Part 2A is available upon request and contains important information about:
To request a copy of our Form ADV, please contact us at info@alterxwealth.com
As a registered investment adviser, AlterXWealth acts as a fiduciary and is required to act in the best interests of our clients at all times. This includes:
Client assets are held by independent custodians, not by AlterXWealth. This arrangement provides:
AlterXWealth is compensated through fees paid by clients for advisory services. We do not receive:
Our fee-only approach helps eliminate conflicts of interest and ensures objective recommendations aligned with our clients' best interests.
AlterXWealth respects your privacy and is committed to protecting your personal information. Our Privacy Policy describes how we collect, use, and safeguard your information. Please review our complete Privacy Policy for detailed information.
AlterXWealth does not provide tax advice. Clients should consult with their tax advisors regarding the tax implications of investment decisions. Tax laws are subject to change and may vary by jurisdiction.
Content shared on social media platforms is for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. Any action taken based on information from our social media channels is entirely at your own risk.
Our website may contain links to third-party websites. AlterXWealth is not responsible for the content, accuracy, or opinions expressed on these websites. Inclusion of a link does not constitute an endorsement.
Some content may contain forward-looking statements based on current expectations and projections. Actual results may differ materially from those anticipated due to various factors, including market conditions, economic changes, and other risks.
If you have any questions about these disclosures or our services, please contact us: