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NAVALFA ACTIVOS ALTERNATIVOS

MEXICO CITY, Mexico · CRD 166898 · IAPD ↗ · 52 55 3701 6429

$9.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
March 2026 — NAVALFA ACTIVOS ALTERNATIVOS reported RAUM down 73% ($34.9M -> $9.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2025 — NAVALFA ACTIVOS ALTERNATIVOS reported RAUM up 171% ($12.9M -> $34.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
October 2024 — ALVEO WEALTH MANAGEMENT, LLC is now doing business as NAVALFA ACTIVOS ALTERNATIVOS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
15
April 2024 — ALVEO WEALTH MANAGEMENT, LLC reported RAUM down 97% ($243.1M -> $6.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
15
April 2024 — ALVEO WEALTH MANAGEMENT, LLC moved its main office from MIAMI, FL to MEXICO CITY, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.