Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
71 clients
Average Client Portfolio
$23.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

1441 Brickell Av. Suite 1016, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Althum Advisors LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Lxg Wealth Advisory LLC
June 2024 - December 2024 · 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Alia Gonzales - Financial Advisor | TrueAdvisor