Alternative Wealth Partners, LLC

Alternative Wealth Partners, LLC

金融服务

Dallas,Texas 1,028 位关注者

Connecting capital to opportunity; Invest in more.

关于我们

Alternative Wealth Partners is the gateway to opportunities "off Wall Street." Over the last decade, Forbes featured Kelly Ann Winget has aggressively connected creative capital to unique investment opportunities in the private equity space. Through her experience she has established a vast network of relationships in multiple industries. AWP expertly sources alternative investments that give investors unmatched access to real returns.

网站
https://www.alternativewealthpartners.com
所属行业
金融服务
规模
2-10 人
总部
Dallas,Texas
类型
私人持股
创立
2020
领域
Alternative Investments、Private Equity和Reg D Offerings

地点

Alternative Wealth Partners, LLC员工

动态

  • 查看Alternative Wealth Partners, LLC的公司主页,图片

    1,028 位关注者

    Achieve diversification effortlessly with a single investment in a blended portfolio. Optimize returns and manage risks with ease through a single investment. Experience the benefits of a well-rounded portfolio without the hassle of juggling multiple assets. Join the movement towards smarter and simpler investing. Explore the possibilities and grow your portfolio with confidence. #Investing #Diversification #BlendedPortfolio #Finance #Simplicity #WealthManagement Let's connect and discuss the potential opportunities together!April Wedding

    查看Landon Howell的档案,图片

    Revenue @ ArtCloud | MIR @ Techstars | Advisor @ Atlanta Tech Village

    If you are fundraising or thinking about fundraising for your startup, you need to read this report. Carta’s VC Fund Performance Report reminds us that we are living in a time of careful deployment and a high percentage of zombie funds. Whatever the market was from late 2020 through 2021, the current market is almost the opposite. ?? ?????????????? ???????????????????? ????????????: Funds in the 2022 vintage have deployed only 43% of their committed capital at the 24-month mark, the lowest share of any analyzed vintage. ?? ?????????? ??????????????????????: Only 15.4% of startups that raised a seed round in Q1 2022 made it to Series A within two years. ?? ???????? ???? ???????? ??????????????????????: Median TVPI for the 2021 vintage remains below 1×, trailing behind earlier vintages that had 85% of funds crossing the 1× mark. ?? ?????? ??????????????: Median IRR for the 2021 vintage is still in negative territory three years in, a stark contrast to the 19.4% IRR seen in the 2019 vintage. ? ???????????? ?????????????????????? ????????????: The median time between a seed round and Series A has stretched to over 2 years, and between Series A and B to 2.5 years. Thanks to Peter Walker, Michael Young, Alex Lester , and Kevin Dowd for putting this together.

  • 查看Alternative Wealth Partners, LLC的公司主页,图片

    1,028 位关注者

    Check out the latest episode of (un)conversations? with Kelly Ann Winget, founder & CEO of the first private equity firm led by a millennial woman. In this unscripted conversation, Kelly shares her journey to financial literacy — starting with being elected Mayor of her 5th grade class!

    查看Alison L Schmidt Ph.D., BCC的档案,图片

    Founder & CEO at Unconvention LLC|Featured Speaker, Moderator & Panelist|Podcast Guest|(un)conversations?? Podcast Host

    ??? Reminder: New Episode Alert! In the latest episode of (un)conversations?, I had an unscripted conversation?with Kelly Ann Winget, an accomplished expert in alternative investments and the founder & CEO of Alternative Wealth Partners, LLC, the first private equity firm led by a millennial, openly LGBTQ+ woman. Join us for an #unconversation that will challenge everything you think you know about wealth and help you redefine what investing truly means for YOU. ?? In this episode, we dive into "The Unfiltered Truth About Wealth". Don't miss this clip where Kelly shares how her journey with financial literacy began when she was elected Mayor of her 5th grade class! ?? Want to know more about "Enterprise City"? Watch the full episode here: ?? unconvention website: https://lnkd.in/g_MsP3dX ?? YouTube channel: https://lnkd.in/g_R6e8rM When you subscribe, share, and leave a comment on our podcast page at www.unconventionllc.com or on our YouTube channel @(un)conversations, you are helping keep the conversation going but also challenging conventional thinking, striving for excellence in everything you do, while inspiring others to do the same! Want to be featured on (un)conversations? Or perhaps you’re ready to elevate your life's journey with our (un)coaching or (un)consulting solutions? We’re here to help you rethink your potential in the most effective, actionable, and transformative ways. Let’s disrupt the status quo together! #beginwithun #unwavering #unapologetic #unorthodox #unfilteredtruthaboutwealth #showherthemoney #supportwomenowned #CEO #nextlevelleadership #jointhemovement #leadershipunscripted #areyouready #unconvention #unconversations #coaching #consulting #entrepreneur #unjourney

  • Alternative Wealth Partners, LLC转发了

    查看Charisse Pasche的档案,图片

    Female Founder | Keynote Speaker | 2024 Out100 Recipient | Panelist | Featured Podcast Guest | Cast Member in an Award-Winning Documentary | LGBT ????? | AAPI ???? | As seen on Shark Tank & CBS Mornings

    Did you know? 90% of startups fail within the first five years. ?? We’re one of the fortunate ones. Over a decade in business and generating over $1M annually, we’ve defied the odds. Starting a business is no easy feat. The journey is filled with challenges—long hours, high stakes, and the weight of responsibility. But here’s the upside: resilience, adaptability, and a little bravery can take you far. Entrepreneurship is a rollercoaster, but one thing I’ve learned is this: you don’t do it alone. The most successful founders lean into their networks, harness the power of social media, and remain committed to learning from others. If you’re just starting out, remember: there’s a community of founders rooting for you. Seek advice, share your journey, and stay open to opportunities. Behind every thriving business is a network of support. Let’s normalize beating the odds. Let’s make the 10% the standard. Here are some amazing resources for founders to build a community and network: BRA Network Startup San Diego StartOut Stella Foundation

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  • Alternative Wealth Partners, LLC转发了

    查看Kelly Ann Winget的档案,图片

    ??2X Dallas500??| Private Equity | Alternative Investments | Family Office | Wealth Strategist | NexGen Wealth Management | Author of Pitch The Bitch: Grab Your Financial Future by the Bags

    There are about 45 days left in 2024. While the end of the year shouldn’t be for making last minute, careless investment decisions, there is still time to make an impact to your giving plan, tax plan, and portfolio. If you are staring down a $100k+ tax bill for 2024, or putting off a sale because you don’t want to deal with losing 30% of your hard earned return, we should connect before the holidays are in full swing. You can invest with purpose, whether that purpose is higher returns, reduced taxes, or warm fuzzies.

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  • Alternative Wealth Partners, LLC转发了

    查看Alison L Schmidt Ph.D., BCC的档案,图片

    Founder & CEO at Unconvention LLC|Featured Speaker, Moderator & Panelist|Podcast Guest|(un)conversations?? Podcast Host

    We're excited to share the latest episode of unconversations. Our featured guest is Kelly Ann Winget, an accomplished alternative investments expert and founder & CEO of?Alternative Wealth Partners, LLC, the first private equity firm founded by a millennial, openly LGBTQ+ woman. Kelly?Ann has been featured in major media outlets like The New York Times and Forbes. She is the author of?"Pitch the Bitch: Grab Your Financial Future by the Bags"?and a sought-after speaker at events like the Women’s Venture Summit. In this episode, we cover topics spanning Kelly’s journey and understanding of financial literacy which began when she was elected Mayor of her 5th grade class, her candid commentary on ‘The Unfiltered Truth about Wealth’, and how her “connection to purpose” drives her and her company not only on how to do business but also who they choose for their partnerships. Join us for an #unconversation that promises to have you rethinking YOUR truth about wealth and what investing means to YOU. Watch this episode at the following links: unconvention website: https://lnkd.in/g_MsP3dX youtube channel: https://lnkd.in/gqhXBCfe Don’t forget to subscribe, share and post a comment about our podcast at www.unconventionllc.com and on our Youtube Channel @(un)conversations. Keep challenging the norm and striving for excellence in all YOU do. #unwavering #unapologetic #unorthodox #theunfilteredtruthaboutwealth #showherthemoney #unconversations #unscriptedleadership #ceo #alternativewealthpartners #supportwomeninbusiness?#womenentrepreneur #unconvention #unconventionalexcellence #shareyourstory #trailblazers #getuncomfortable #storytelling #executivecoaching

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  • 查看Alternative Wealth Partners, LLC的公司主页,图片

    1,028 位关注者

    Happy Veterans Day from Alternative Wealth Partners! ???? Today, we salute all those who have served our country, and we’d like to take a moment to honor one special veteran: Albert S. Tullier, grandfather of our founder, Kelly Ann Winget . Albert served with distinction in the 322 Engineer Combat Battalion during World War II, where he was awarded the Purple Heart and two Bronze Stars for his bravery. His service continued in Korea, and he dedicated much of his career to engineering with Getty Oil Co., contributing to various assignments in the Middle East and later managing East Coast Operations. We are deeply grateful for Albert’s service and for the countless veterans who have given so much to protect our freedom. Today, we stand in gratitude for their sacrifices and for the legacy of courage and commitment they leave behind. Thank you, Albert, and to all our veterans, for your service. We appreciate you today and every day. #VeteransDay #ThankYouVeterans #Gratitude #AlbertSTullier #ServiceAndSacrifice #LegacyOfCourage

  • 查看Alternative Wealth Partners, LLC的公司主页,图片

    1,028 位关注者

    Meet Macy Pigman, our Investor Relations at Alternative Wealth Partners! Originally from Fort Worth, TX, Macy graduated from Vanderbilt University with a degree in Human and Organizational Development and Spanish. She began her career at Christie's in NYC, excelling in buyer relations within the fine wine auction market. Macy then made her mark in the startup world, driving brand strategy for Dirt Kitchen Snacks and enhancing retail visibility with BrewARy’s AI and AR technology. Her diverse experiences allow her to maximize investor impact and articulate the returns of strategic investments. Passionate about personal finance literacy for women, Macy also supports the Nashville Wine Auction to help fight cancer in Middle Tennessee. Now in Denver, she enjoys outdoor adventures and hosting wine tastings. Connect with Macy to explore the transformative potential of investments! #TeamAWP #BusinessDevelopment #GenerationalWealth

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  • 查看Alternative Wealth Partners, LLC的公司主页,图片

    1,028 位关注者

    Investor Spotlight: Brandi Pratt We're excited to highlight this fantastic review from our valued investor, Brandi Pratt: "AWP is ultra responsive, kind, woman-owned, smart, and makes educated decisions I can trust. I appreciate the transparency, newsletters, and webinars. I also love that companies are fully researched and chosen with profitability and diversity in mind." Thank you, Brandi, for your kind words! At Alternative Wealth Partners, we pride ourselves on our commitment to responsiveness, education, and thoughtful investment strategies. If you’re interested in learning more about how we can support your investment journey, let’s connect! #ClientTestimonial #Investing #AlternativeWealthPartners #WomenOwned #Transparency

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  • 查看Alternative Wealth Partners, LLC的公司主页,图片

    1,028 位关注者

    Meet Bora Laci, our Investor Relations Fellow at Alternative Wealth Partners! Originally from Albania, Bora immigrated to the U.S. in 1996 and holds a B.A. in Corporate Communications and an MBA in Finance and Strategy from Southern Methodist University. As a strategic thinker, she excels in connecting capital with impactful opportunities, ensuring investors see the direct benefits of their contributions. Bora is also deeply engaged in the Dallas community, serving on several boards, including the SMU Alumni Association and the DEC. Recognized as a 20 under 40 honoree in Park Cities in 2022, she’s dedicated to driving positive change. We are so lucky to have Bora on our team! Her passion for relationship-building and commitment to growth make her an invaluable asset to our team. #TeamAWP #InvestorRelations #CommunityImpact

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  • 查看Alternative Wealth Partners, LLC的公司主页,图片

    1,028 位关注者

    Investor Spotlight: Dawn Lafreeda Dawn LaFreeda is a powerhouse entrepreneur and business leader with over three decades of experience in the restaurant industry. As the President and CEO of Den-Tex Central, Inc., she has built an impressive empire, operating 85 Denny's restaurants across six states, making her one of the largest Denny's franchisees in the United States. Dawn's exceptional expertise in business operations, strategic planning, and leadership has not only made her a respected figure in the franchise industry but also a valuable investor for Alternative Wealth Partners. We are excited to share this wonderful review from our valued investor, Dawn: "I can't say enough good things about my experience with Alternative Wealth Partners and its Founder Kelly Ann Winget! From the very first meeting, their team demonstrated a deep understanding of my financial goals and offered tailored solutions that truly aligned with my needs. Their expertise in alternative investments opened up a world of opportunities I never knew existed, and I am thrilled with the growth and stability my portfolio has achieved since partnering with them. The personalized attention and transparent communication made me feel valued and confident in my investment decisions. What I appreciate most is their commitment to education; they took the time to explain strategies and market trends, empowering me to make informed choices. I highly recommend Alternative Wealth Partners to anyone looking to diversify their wealth and achieve financial freedom. They genuinely care about their clients' success, and it shows!" Thank you, Dawn, for your heartfelt feedback! If you're ready to explore new investment opportunities, let’s connect! #ClientTestimonial #Investing #AlternativeWealthPartners #FinancialFreedom #WealthManagement

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