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
Alveo Wealth Management, LLC
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts28ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Alveo Wealth Management, LLC
1
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.
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