Data / Investment advisers / Florida / BBVA Global Wealth Advisors, Inc.
BBVA Global Wealth Advisors, Inc., Miami, FL: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
BBVA Global Wealth Advisors, Inc. is an SEC registered investment adviser with its main office in Miami, Florida and reports $1.4 billion in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 327326
- SEC file number
- 801-129582
- SEC status
- Approved, effective February 26, 2024
- Main office
- 501 Brickell Key Drive Suite 601, Miami, FL 33131
- Phone
- (305) 205-7752
- Website
- bbvaglobalwealthadvisors.com
- Regulatory AUM
- $1,364,604,282 in the Form ADV filed October 23, 2026
- Non discretionary AUM
- $1,364,604,282
- Accounts
- 792
- Employees
- 84, of which 39 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 582 | $910.6 million |
| Corporations or other businesses | 101 | $318.9 million |
| Individuals (other than high net worth individuals) | 78 | $34.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.36 billion | March 31, 2026 |
| December 1, 2025 | $1.21 billion | November 26, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Credicorp Capital Advisors LLC | Miami | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Eightfold Real Estate Capital, L.P. | Miami | $1.43 billion | 11 | adviserinfo.sec.gov |
| Elion Partners, LLC | Miami | $1.41 billion | 21 | adviserinfo.sec.gov |
| Arrington Capital Investment Management, LLC | Miami | $1.41 billion | 3 | adviserinfo.sec.gov |
| Founders Family Office | Miami | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Allie Family Office LLC | Miami | $1.32 billion | Not listed | adviserinfo.sec.gov |
| Northampton Capital Partners | Miami | $1.31 billion | 6 | adviserinfo.sec.gov |
| Bigsur Partners, LLC | Miami | $1.28 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- BBVA Global Wealth Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.