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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.