Alveo Wealth Management, Llc
- Regulatory AUM
- $9.4M
- Discretionary
- $9.4M
- Clients
- 13
- Avg AUM / client
- $726K
- Accounts
- 13
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 10 | $2.5M | 26.4% |
| Pooled investment vehicles (non-investment companies) | 3 | $7.0M | 73.6% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zesati, Humberto, Gonzalez | Shareholder | Aug 2000 (26y) | ≈ 28.13% – 75% via Latin Internet Consultores | |
| Garibay, Joaquin | President/Cio | Jun 2024 (2y) | ≈ 37.5% – 75% via Activos Alternativos | |
| Catan, Luis, Eduardo | Cco/Cro | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Activos Alternativos | Sole Member | Aug 2024 | A | 75% or more |
| Latin Internet Consultores | Shareholder | Jun 2024 | B | ≈ 37.5% – 75% via Activos Alternativos |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zesati, Humberto, Gonzalez: 75% – 100% of Latin Internet Consultores × 50% – 75% of Activos Alternativos × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Garibay, Joaquin: 50% – 75% of Activos Alternativos × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Latin Internet Consultores: 50% – 75% of Activos Alternativos × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Union Bancaire Privee, Ubp S.A. $232M (95% of AUM) Mar 2023
- Bankinter Luxembourg S.A. $32.1M (23% of AUM) Sep 2018
- Interactive Brokers $2.5M (26% of AUM) Feb 2026
- Banco De Sabadell Sa $1.4M (11% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗