Alveo Wealth Management, LLC is a large advisory firm based in Miami. It manages $209.41 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Florida.
Alveo Wealth Management provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alveo Wealth Management, LLC is $209.41 million. $209.41 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Alveo Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Alveo Wealth Management is high net worth individuals with 1 clients and $201.03 million of assets under management. Among the 8 most similar advisory firms, Alveo Wealth Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $201.08 million for 3 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
Alveo Wealth Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Alveo Wealth Management, LLC performs its advisory services is located at 1395 Brickell Ave, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561 371 0135. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at alveowm.com.