Bbva Global Wealth Advisors, Inc.

RIASEC RegisteredEst. 2024
Total AUM
$1.4B
Discretionary
$0
0% of AUM
Avg account
$1.7M
Accounts
792
Employees
84
Advisory reps
50

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 corporation-formed, non-independent retail registered investment adviser that registered with the SEC in 2024. The firm serves individual and family clients as well as institutional clients and bills on a percentage-of-AUM basis. Its advisory mandate centers on portfolio management for individuals/small businesses and for businesses or institutions. The ownership structure is listed as a combination of a foreign entity and individual ownership. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Cash & Cash Equivalents 10%, Sovereign Bonds 4%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, Non-Investment Grade Corp Bonds 1%, Other 1%77%
  • 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

    Catalina Cadavid

    Managing Director, Chief Operating OfficerCRD 4261425

  • Humberto Garcia De Alba Carrillo

    Chief Executive OfficerCRD 8057285

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Contacts

3 of 46
  • Claudio Messa Sanabria

    Claudio Messa Sanabria

    International Financial AdvisorCRD 5924276

  • Michael Ricciardi

    Michael Ricciardi

    Financial AdvisorCRD 6125940

  • Mauricio Serpa

    Mauricio Serpa

    Financial Advisor, AssociateCRD 7793985

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth