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CONSULTIVA WEALTH MANAGEMENT, CORP.
SAN JUAN, PR
787-763-5868
SEC #801-57175Total AUM
$532.7M
Employees
25Clients
137Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
AMERICAN INTERNATIONAL PLAZA
250 AVE. MU?OZ RIVERA, SUITE 1420
SAN JUAN
PR 00918
United States
250 AVE. MU?OZ RIVERA, SUITE 1420
SAN JUAN
PR 00918
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Monday - Friday
Phone
787-763-5868
Other Offices
2
Financials
Total AUM
$532.7M
Accounts
137Discretionary
$177.7M
Accounts
48Non-Discretionary
$355M
Accounts
89
Clients
Individual Clients
40AUM
$15.2M
HNW Individual Clients
46AUM
$82.4M
Pension/Profit Sharing Plan Clients
4AUM
$112M
Charitable Organization Clients
34AUM
$152.1M
Corporation or Business Clients
3AUM
$37.5M
Other Clients
10AUM
$133.5M
Description of Other Clients
CREDIT UNIONS, TRUST & OTHER
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
PROVIDE PERIODIC PERFORMACE REPORTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTDCFLGANJNYPRTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.