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NAVALFA ACTIVOS ALTERNATIVOS
Legal name: ALVEO WEALTH MANAGEMENT, LLC
CRD 166898File 801-106917
APPROVED
Retail clients
Filing as of Feb 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.4M
Bottom 25% of cohort (national)
Discretionary AUM
$9.4M
Clients
13
13 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Nov 18, 2015
- Principal office
- AV. PASEO DE LA REFORMA 115, DESP. 2303 COL. LOMAS DE CHAPULTEPEC, CP, MEXICO CITY, 11000
- Phone
- 52 55 3701 6429
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.4M
- Discretionary AUM
- $9.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $726K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $2.5M |
| Pooled investment vehicles | 3 | $7.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 18 | 13 | decreased by5 |
| Mar 1, 2026 | AUM | $34,880,258 | $9,441,034 | decreased by$25,439,224 |
| Mar 1, 2026 | Accounts | 25 | 13 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | 18 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $274,012,496 | $34,880,258 | decreased by$239,132,238 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 25 | increased by20 |
| Mar 1, 2022 | Employees | 3 | 4 | increased by1 |
| Mar 1, 2022 | Clients | 8 | 5 | decreased by3 |
| Mar 1, 2022 | AUM | $277,880,280 | $274,012,496 | decreased by$3,867,784 |
| Mar 1, 2022 | Accounts | 8 | 5 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NAVALFA ACTIVOS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NAVALFA ACTIVOS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.