Alluvial Wealth Management

Alluvial Wealth Management (CRD# 305503) is a financial advisory firm headquartered in Matthews, NC. They manage $1,470,387 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1234 Mann Drive, Suite 100, Matthews, NC 28105
https://www.alluvialwealth.com/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $61,266
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Alluvial Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Craig Harvey Field, financial advisor Matthews NC
Craig Harvey D. Field
CRD#: 6181342
1234 Mann Drive, Suite 100, Matthews, NC 28105

Craig Harvey Field (CRD# 6181342) is an Investment Advisor Representative working at Alluvial Wealth Management in Matthews, NC and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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