ALLUVIAL WEALTH MANAGEMENT

ALLUVIAL WEALTH MANAGEMENT of MATTHEWS, NC is an SEC-registered investment adviser (CRD 305503). Regulatory assets under management: $1.8M.

Registration

• CRD: 305503
• Type: Registered investment adviser
• Location: 1234 MANN DRIVE, MATTHEWS, NC, 28105
• Phone: 704-927-1492
• Latest filing: 2026-03-23
• Regulatory AUM: $1.8M
• Discretionary AUM: $1.1M
• Non-discretionary AUM: $679K
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305503 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search