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| Alveo Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 166898 |
| SEC # | 801-106917 |
| CIK # | |
| AUM | $6.9 MM (2024-03-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 561-371-0135 |
| Address | Av de Las Palmas 731 Int 601 Mexico City, Mexico |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 2.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 3.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 1.7 |
| (n) Other | 1 | 0.0 |
| Total | 28 | 6.9 |
| By Discretionary | ||
| Discretionary | 23 | 5.5 |
| Non-Discretionary | 5 | 1.4 |
| Total | 28 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.9 | |
| United States Persons | 0.0 | |
| Total | 28 | 6.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FREC Advisers LLC
✚
|
CA | 0.0 |
|
RUE Neil
✚
|
OR | 0.0 |
|
Concreit Fund Management LLC
✚
|
WA | 0.0 |
|
Unity Wealth Partners LLC
✚
|
CA | 0.0 |
|
Blue Ocean Investment Partners Limited
✚
|
0.0 | |
|
Clarivor LLC
✚
|
NY | 0.0 |
|
Honeytree Investment Management Ltd
✚
|
0.0 | |
|
Pacific Equity LLC
✚
|
0.0 | |
|
Wealthspan Investment Management LLC
✚
|
MI | 0.0 |
|
West Potomac Capital LLC
✚
|
VA | 0.0 |