Overview
Assets Under Management: $533 million
Headquarters: SAN JUAN, PR
High-Net-Worth Clients: 46
Average Client Assets: $1.8 million
Frequently Asked Questions
CONSULTIVA WEALTH MANAGEMENT, CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111846), CONSULTIVA WEALTH MANAGEMENT, CORP. is subject to fiduciary duty under federal law.
CONSULTIVA WEALTH MANAGEMENT, CORP. is headquartered in SAN JUAN, PR.
CONSULTIVA WEALTH MANAGEMENT, CORP. serves 46 high-net-worth clients according to their SEC filing dated April 14, 2026. View client details ↓
According to their SEC Form ADV, CONSULTIVA WEALTH MANAGEMENT, CORP. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CONSULTIVA WEALTH MANAGEMENT, CORP. manages $533 million in client assets according to their SEC filing dated April 14, 2026.
According to their SEC Form ADV, CONSULTIVA WEALTH MANAGEMENT, CORP. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.48%
Average Client Assets: $1.8 million
Total Client Accounts: 137
Discretionary Accounts: 48
Non-Discretionary Accounts: 89
Regulatory Filings
CRD Number: 111846
Filing ID: 2094578
Last Filing Date: 2026-04-14 13:16:51