Data / Investment advisers / Puerto Rico / Consultiva Wealth Management, Corp.
Consultiva Wealth Management, Corp., San Juan, PR: $533 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Consultiva Wealth Management, Corp. is an SEC registered investment adviser with its main office in San Juan, Puerto Rico and reports $533 million in regulatory assets under management in its Form ADV filed April 14, 2026. Its clients include charitable organizations, pension and profit sharing plans and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Consultiva Wealth Management, Corp. (CRD number 111846): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111846
- SEC file number
- 801-57175
- SEC status
- Approved, effective February 8, 2000
- Main office
- American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918
- Phone
- (787) 763-5868
- Website
- consultiva.com
- Regulatory AUM
- $532,694,447 in the Form ADV filed April 14, 2026
- Discretionary AUM
- $177,669,672
- Non discretionary AUM
- $355,024,775
- Accounts
- 137
- Employees
- 25, of which 18 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- April 14, 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 |
|---|---|---|
| Charitable organizations | 34 | $152.1 million |
| Pension and profit sharing plans | 4 | $112 million |
| High net worth individuals | 46 | $82.4 million |
| Corporations or other businesses | 3 | $37.5 million |
| Individuals (other than high net worth individuals) | 40 | $15.2 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 | $532.7 million | March 31, 2026 |
| December 1, 2025 | $429.7 million | March 31, 2025 |
Other advisers in San Juan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| UBS Asset Managers of Puerto Rico | San Juan | $1.38 billion | Not listed | adviserinfo.sec.gov |
| Parliament Capital Management, LLC | San Juan | $1.15 billion | 23 | adviserinfo.sec.gov |
| Talon LLC | San Juan | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Aton Financial LLC | San Juan | $600.9 million | 5 | adviserinfo.sec.gov |
| Celeres Capital Advisors, LLC | San Juan | $534.8 million | Not listed | adviserinfo.sec.gov |
| TC Latin America Partners LLC | San Juan | $529.7 million | 7 | adviserinfo.sec.gov |
| Alphacentric Advisors LLC | San Juan | $433.1 million | Not listed | adviserinfo.sec.gov |
| Gamma Asset Management LLC | San Juan | $424.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Juan, PR
- Investment advisers in Puerto Rico
- Advisers with $500 million to $1 billion in AUM
- Advisers serving charitable organizations
- Advisers serving pension and profit sharing plans
- Consultiva Wealth Management, Corp. 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.