Consultiva Wealth Management, Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in San Juan, PR. Its latest Form ADV filing, dated April 14, 2026, reports $533M in regulatory assets under management, 25 employees, 2 offices, and 137 accounts.
Assets Under Management
$533M
Employees
25
Offices
2 offices
Total Clients
137
Primary office
SAN JUAN, PR
AMERICAN INTERNATIONAL PLAZA, 250 AVE. MU?OZ RIVERA, SUITE 1420, SAN JUAN, PR, United States
Top client segmentHNWI represent 33.6% of total clients.
Top client categories% of clientsClients
1
HNWI
33.6%
46
2
Individuals
29.2%
40
3
Charitable
24.8%
34
4
Irrevocable Trusts/Estates
7.3%
10
5
Pension Plans
2.9%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$533Mas of April 14, 2026
Discretionary33.4%
$178M
33% of total RAUM33.4%
Non-discretionary66.6%
$355M
67% of total RAUM66.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$533M
Total Accounts137
10Y AUM Change$-2.6B (-83.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee5:1
10Y Employee Change+2 (+8.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.