Bbva Global Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 31, 2026, reports $1.4B in regulatory assets under management, 60 employees, 2 offices, and 792 accounts.
Assets Under Management
$1.4B
Employees
60
Offices
2 offices
Total Clients
792
Primary office
MIAMI, FL
501 BRICKELL KEY DRIVE, SUITE 601, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.5% of total clients.
Top client categories% of clientsClients
1
HNWI
73.5%
582
2
Corporations
12.8%
101
3
Individuals
9.8%
78
4
Irrevocable Trusts/Estates
3.9%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.4B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts792
10Y AUM Change+$1.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees60
Clients per Employee13:1
10Y Employee Change+42 (+233.3%)
* 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.