Consultiva Wealth Management, Corp.
Consultiva Wealth Management, Corp. is an SEC-registered wealth manager in San Juan, PR with $532.7M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Consultiva Wealth Management, Corp.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111846, SEC 801-57175, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $532.7M (2026-04-14)
- Firm type
- Wealth Manager
- Location
- San Juan, PR
- Employees
- 25
- Clients
- 137
- CRD
- 111846
- Ownership
- DAVILA, EVANGELINE, MARIA; LATIMERJANER, GERARDO, JOSE; PAGAN-MATOS, ALBERTO; RIVERA, MYRNA, MILAGROS; SERRALLES, PEDRO, JUAN
How much AUM does Consultiva Wealth Management, Corp. have?
Consultiva Wealth Management, Corp. reported $532.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Consultiva Wealth Management, Corp.?
Disclosed owners and executives of Consultiva Wealth Management, Corp. include DAVILA, EVANGELINE, MARIA, LATIMERJANER, GERARDO, JOSE, PAGAN-MATOS, ALBERTO, RIVERA, MYRNA, MILAGROS, SERRALLES, PEDRO, JUAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.