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Alveo Wealth Management, LLC

● SEC registered since 2015CRD 166898SEC# 801-106917Mexico City
Export (members)
Reg. AUM
$34.9M
Employees
4
Accounts
25
Location
Mexico City

Alveo Wealth Management, LLC assets under management

Alveo Wealth Management, LLC operates as an SEC-registered investment adviser based in Mexico City. The firm has been registered since 2015. It reports $34.9 million in regulatory assets under management and employs 4 people.

Alveo Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Activos Alternativos ControlSole MemberOver 75%2024
Joaquin Garibay ControlPresident/CioUnder 5%2024
Luis Eduardo Catan ControlCco/CroUnder 5%2024
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Frequently asked questions

How much does Alveo Wealth Management, LLC manage?

Alveo Wealth Management, LLC reports $34.9 million in regulatory assets under management on its Form ADV.

How many employees does Alveo Wealth Management, LLC have?

Alveo Wealth Management, LLC reports 4 employees.

Where is Alveo Wealth Management, LLC located?

Alveo Wealth Management, LLC is based in Mexico City and has been SEC-registered since 2015.

Does Alveo Wealth Management, LLC disclose fund performance?

Alveo Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressAv. Paseo de la Reforma 115, Desp. 2303 Col. Lomas de Chapultepec, Cp, Mexico City 11000
Phone52 55 3701 6429
Office hoursBy Appointment
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$34.9M
Non-discretionary$0
Total (RAUM)$34.9M