Alveo Wealth Management, LLC
● SEC registered since 2015CRD 166898SEC# 801-106917Mexico City
Reg. AUM
$9.4M
Employees
4
Accounts
13
Location
Mexico City
Alveo Wealth Management, LLC assets under management
Alveo Wealth Management, LLC operates as an SEC-registered investment adviser based in Mexico City. The firm has been registered since 2015. It reports $9.4 million in regulatory assets under management and employs 4 people.
Alveo Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Activos Alternativos Control | Sole Member | Over 75% | 2024 |
| Guadalupe Villar Espinosa Control | Cco | Under 5% | 2026 |
| Joaquin Garibay Control | President/Cio | Under 5% | 2024 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Alveo Wealth Management, LLC manage?
Alveo Wealth Management, LLC reports $9.4 million in regulatory assets under management on its Form ADV.
How many employees does Alveo Wealth Management, LLC have?
Alveo Wealth Management, LLC reports 4 employees.
Where is Alveo Wealth Management, LLC located?
Alveo Wealth Management, LLC is based in Mexico City and has been SEC-registered since 2015.
Does Alveo Wealth Management, LLC disclose fund performance?
Alveo Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Av. Paseo de la Reforma 115, Desp. 2303 Col. Lomas de Chapultepec, Cp, Mexico City 11000 |
| Phone | 52 55 3701 6429 |
| Office hours | By Appointment |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$9.4M▼ 73%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$9.4Mregulatory AUM
Discretionary $9.4M