Alveo Wealth Management, LLC

Alveo Wealth Management, LLC (CRD# 166898) is a financial advisory firm headquartered in Mexico City, . They manage $6,892,737 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Av De Las Palmas 731 Int 601, Mexico City,
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $246,169
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Alveo Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Marian Stupka, financial advisor Mexico City
Marian N. Stupka
CRD#: 4446848
Av De Las Palmas 731 Int 601, Mexico City,

Marian Stupka (CRD# 4446848) is an Investment Advisor Representative working at Alveo Wealth Management, LLC in Mexico City, and has over 11 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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