# Alluvial Wealth Management

> Alluvial Wealth Management is a state-registered investment advisory firm in Matthews, NC, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 305503
- Filed as: ALLUVIAL WEALTH MANAGEMENT
- Legal name: Alluvial Wealth Management Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Matthews, NC
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305503
- AdvisorCensus page: https://advisorcensus.com/firm/alluvial-wealth-management-matthews-nc-305503

## Quick answers

**How is Alluvial Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Alluvial Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alluvial Wealth Management located?**
Alluvial Wealth Management's principal office is in Matthews, NC, according to its Form ADV.

**Is Alluvial Wealth Management registered with the SEC or a state?**
Alluvial Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305503.

**How much does Alluvial Wealth Management manage?**
Alluvial Wealth Management reports $1,809,150 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (62% discretionary).

**What types of clients does Alluvial Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23).

**Does Alluvial Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305503

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,809,150
- Discretionary: $1,130,064
- Non-discretionary: $679,086

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $1,130,058 |
| High net worth individuals | Fewer than 5 | $6 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $679,086 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [alluvialwealth.com](https://alluvialwealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alluvial Wealth Management (CRD 305503): Form ADV filing data as of October 2026.