RIA Intel›Advisers›North Carolina›ALLUVIAL WEALTH MANAGEMENT INC.

ALLUVIAL WEALTH MANAGEMENT INC.

Advisory

MATTHEWS, NC

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$70K

across 26 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$1M

Non-Discretionary AUM$679K

Discretionary %62.5%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

RIGHT PATH FINANCIAL PLANNING, L.L.C.

$2M

BLUE RIDGE FINANCIAL SERVICES LLC

$2M

LINCOLN INVESTMENT ADVISERS, LLC

$2M

COASTAL CAROLINA FINANCIAL PARTNERS LLC

$2M

RESOURCE INVESTMENTS ADVISORS INC

CHARLOTTE, NC

$2M

-91.4% 1Y

GATEHILL FINANCIAL CONSULTING, LLC

$2M

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