ALVEO WEALTH MANAGEMENT, LLC
Adviser information for ALVEO WEALTH MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 23 | $5.5M |
| Non-Discretionary | 5 | $1.4M |
| Total | 28 | $6.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 17 | $2.2M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $3.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 8 | $1.7M |
| Other | 1 | $346 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-106917 |
|---|---|
| SEC ERA File Number | 801-106917 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166898 |
| Legal Entity Identifier | None |
Principal Office
AV DE LAS PALMAS 731 INT 601MEXICO CITY
Mexico
Monday - Friday, BY APPOINTMENT
Tel: 561 371 0135, Fax: None
Chief Compliance Officer
MARIAN STUPKA
CHIEF COMPLIANCE OFFICER
369 ORANGE WAY
WEST PALM BEACH
FL
United States
Tel:
561 371 0135
M******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AREG, LLC | Domestic Entity | – | MANAGING MEMBER | 05/2013 | > 75% |
| BARRAGAN, ARTURO, ALEJANDRO | Individual | AREG, LLC | MANAGING MEMBER | 12/2012 | > 75% |
| STUPKA, MARIAN, NMN | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2014 | < 5% |