$1.8M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Interactive Brokers · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-05-2019
- Office Locations
- 1
Office Locations
1234 Mann Drive Suite 100 Matthews NC
About Alluvial Wealth Management
Alluvial Wealth Management is an integrated advisory firm combining CFP-led financial planning, personalized investment management, and in-house CPA tax planning/accounting in one coordinated team. The practice serves retail and institutional clients and builds goal- and risk-aligned portfolios, with a strong ETF orientation in its managed accounts. Custody includes Interactive Brokers.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$36.9K AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
C
CRAIG HARVEY DONOVAN FIELD
Chief Compliance Officer, President
- CRD
- #6181342
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,130,064 | -- |
| Non-Discretionary | $679,086 | -- |
| Total | $1,809,150 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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