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ALLUVIAL WEALTH MANAGEMENT

ALLUVIAL WEALTH MANAGEMENT INC.

CRD 305503

Visit website

1234 MANN DRIVE, SUITE 100, MATTHEWS, NC, 28105, United States

Phone

704-927-1492

Fax

704-943-1592

Registration

— (—)

Source

State registered

Total AUM

$1.8M

Discretionary AUM

$1.1M

Team

1 total employees; 1 advisory reps; 26 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals23$1.1M

All web addresses on file

Official SEC filing: View on IAPD