Alveo Wealth Management, LLC
Alveo Wealth Management, LLC (CRD# 166898) is a financial advisory firm headquartered in Miami, FL. They manage $140,230,161 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management140MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$12,748,196
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Marian Stupka (CRD# 4446848) is an Investment Advisor Representative working at Alveo Wealth Management, LLC in Miami, FL and has over 5 years of experience in the finance industry.
Eduardo Giralt (CRD# 3250935) is an Investment Advisor Representative working at Alveo Wealth Management, LLC in Miami, FL and has over 2 years of experience in the finance industry.