Alonzo Vilchez Narvaez

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CRD#: 7728716

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alonzo Vilchez Narvaez, who also goes by Alonzo Narvaez, was a registered financial professional .

Alonzo is a previously registered financial professional and started their career in finance in 2024. Alonzo had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Alonzo Narvaez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 17, 2024 - May 5, 2025

ALTHUM ADVISORS LLC

RIA

CRD#: 315952

MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALTHUM ADVISORS LLC

CRD#: 315952 / SEC#: 801-122529

RIA

Registered Investment Advisory firm - (10/22/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ALTHUM ADVISORS LLC

CRD#: 315952 / SEC#: 801-122529

RIA

Registered Investment Advisory firm - (10/22/2021 Approved)

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Contact information

Main Address

1441 Brickell Av. Suite 1016, Miami, FL 33131

Mailing Address

Phone number

+1 (305) 456-7645

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALTHUM ADVISORS BROCHURE (6/6/2025)

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 1,635,087,804

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Alonzo Vilchez Narvaez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ALTHUM ADVISORS LLC

Primary Firm SEC Registration

ALTHUM ADVISORS LLC

State Registrations and Notice Filings

Exams

Current Firm

ALTHUM ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTHUM ADVISORS LLC

TRUST BUT VERIFY

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