Bbva Global Wealth Advisors, Inc.

RIASEC RegisteredEst. 2024

Total AUM

$1.4B

Discretionary

$0

0% of AUM

Avg account

$1.7M

Accounts

792

Employees

60

Advisory reps

49

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 corporate, fee-based independent registered investment adviser that entered SEC registration in 2024. The firm serves both individual and family clients as well as institutional accounts, offering discretionary and non-discretionary portfolio management for individuals, small businesses and business or institutional clients. Its reported fee model is percentage-of-AUM and the firm does not self-identify as an active ESG investor. Ownership is listed as a mix of a foreign entity and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities77%
Cash & Cash Equivalents10%
Sovereign Bonds4%
US Government Bonds3%
Investment Grade Corp Bonds3%

Owners & executives

3 of 4

Victor Pina Pinero
Chief Investment OfficerCRD 7854828
Catalina Cadavid
Managing Director, Chief Operating OfficerCRD 4261425
Humberto Garcia De Alba Carrillo
Chief Executive OfficerCRD 8057285

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Contacts

3 of 45

Claudio Messa Sanabria
International Financial AdvisorCRD 5924276
Michael Ricciardi
Financial AdvisorCRD 6125940
Mauricio Serpa
Financial Advisor, AssociateCRD 7793985

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: Miami Dade
Address: 501 Brickell Key Dr
Time zone: ET (UTC-5)
Office locations

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