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| Keyboard |
| Alveo Wealth Management LLC
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|---|---|
| CRD # | 166898 |
| SEC # | 801-106917 |
| CIK # | |
| AUM | 9.4 M (2026-02-10) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 525537016429 |
| Address | Av Paseo de La Reforma 115 Mexico City, Mexico |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 7.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 9.4 |
| By Discretionary | ||
| Discretionary | 13 | 9.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 9.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.4 | |
| United States Persons | 0.0 | |
| Total | 13 | 9.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Journey Equity Wealth Management LLC
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|
Pecusavvy Financial LLC
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TX | 9.1 M |
|
Concreit Fund Management LLC
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WA | 9.0 M |
|
JPMorgan Wealth Management Solutions Inc
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NY | 9.0 M |
|
Bluevine Advisory LLC
✚
|
NJ | 8.9 M |