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
53

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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 3
  • Catalina Cadavid

    Catalina Cadavid

    Managing Director, Chief Operating OfficerCRD 4261425

  • Victor Pina Pinero

    Chief Investment OfficerCRD 7854828

  • Humberto Garcia De Alba Carrillo

    Chief Executive OfficerCRD 8057285

Contacts

3 of 50
  • Ma Palacios De Hernandez

    Ma Palacios De Hernandez

    International Financial AdvisorCRD 5873874

  • David Sakr

    International Financial AdvisorCRD 5095426

  • Dulce Galindo Gnibus

    CRD 5172187

Unlock 47 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

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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