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CONSULTIVA WEALTH MANAGEMENT, CORP.
CRD 111846 · SEC 801-57175
AMERICAN INTERNATIONAL PLAZA, 250 AVE. MUÑOZ RIVERA, SUITE 1420, SAN JUAN, PR, 00918, United States
Phone
787-763-5868
Fax
787-763-5397
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$532.7M
Discretionary AUM
$177.7M
Team
25 total employees; 18 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsPROVIDE PERIODIC PERFORMACE REPORTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $15.2M |
| High net worth individuals | 46 | $82.4M |
| Pension/profit sharing plans | 4 | $112.0M |
| Charitable organizations | 34 | $152.1M |
| Corporations/business entities | 3 | $37.5M |
States served
DC, GA, NJ, NY, PR, WY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD