ALLUVIAL WEALTH MANAGEMENT

Overview

Alluvial Wealth Management is a small, independent registered investment adviser that focuses on serving individual and family clients through a mix of financial planning and discretionary portfolio management. The firm leans heavily toward listed equities and exchange-traded instruments as its primary building blocks, while also working with third‑party managers to access alternative exposures. Fee arrangements include a percentage of assets under management and fixed fees, and the firm lists advisory services across individual, small business and institutional portfolios as well as pension consulting services. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor or a multi‑state adviser. Alluvial’s business model emphasizes direct management of client portfolios (a majority of assets are discretionary) and the use of liquid, transparent public markets for core exposure. At the same time, the firm supplements public-market allocations with external alternative managers when appropriate, suggesting a strategy that mixes core equity/ETF positions with targeted off‑market or less correlated exposures for diversification and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices