Bbva Global Wealth Advisors, Inc.

RIASEC Registered

Total AUM

$1.4B

Discretionary

0% of AUM

Avg account

$1.7M

Accounts

792

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 327326
Registered since: February 26, 2024
Website: www.bbvaglobalwealthadvisors.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM
Client types: HNWI66.73%
Corporations / Businesses23.37%
Other7.39%
Individuals2.51%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bbva Global Wealth Advisors, Inc. is a non-independent retail registered investment adviser that serves both individual/family and institutional clients on a fee-based (% of AUM) basis. The firm is owned by a combination of a foreign entity and an individual and lists advisory activities that include portfolio management for individuals, small businesses and for businesses or institutions. Its regulatory profile indicates SEC registration in 2024 and it operates with affiliations across the financial services ecosystem, including broker-dealer, banking, insurance and pension-related relationships.