CONSULTIVA WEALTH MANAGEMENT, CORP.
SEC Form ADV profile.
Total regulatory AUM
$532,694,447
Discretionary
$177,669,672
Non-discretionary
$355,024,775
Firm details
- CRD number
- 111846
- SEC file number
- 801-57175
- Main office
- SAN JUAN, PR, United States
- Employees
- 25
- SEC status
- Approved
- Website
- HTTPS://WWW.CONSULTIVA.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.