CONSULTIVA WEALTH MANAGEMENT, CORP.

RIASEC RegisteredEst. 2000
Total AUM
$533M
Discretionary
$178M
33% of AUM
Avg account
$3.9M
Accounts
137
Employees
25
Advisory reps
15

Firm details

Headquarters
SAN JUAN, PR
CRD number
111846
Registered since
February 8, 2000
Website
consultiva.com
Custodians
BANCO POPULAR DE PUERTO RICO, HUNTLEIGH SECURITIES CORPORATION
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Charitable Organizations28.54%
  • Other25.05%
  • Pension & Profit Sharing Plans21.02%
  • HNWI15.48%
  • Corporations / Businesses7.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Consultiva Wealth Management, Corp. operates as a broker-dealer and insurance broker that also functions as a capital allocator and registered adviser. The firm provides a mix of brokerage and advisory services, including financial planning and portfolio management for individuals, small businesses and institutions. It also offers pension consulting, adviser selection, periodic publications and client education such as seminars and workshops. Consultiva reports being an active ESG investor and bills clients under AUM-based fees as well as hourly and fixed-fee arrangements. The firm is structured as a corporation with domestic/individual ownership and has been SEC-registered since 2000.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 47%, Exchange Traded Equities 24%, US Government Bonds 22%, Cash & Cash Equivalents 4%, State & Local Bonds 3%47%
  • Investment Grade Corp Bonds47%
  • Exchange Traded Equities24%
  • US Government Bonds22%
  • Cash & Cash Equivalents4%
  • State & Local Bonds3%

Owners & executives

3 of 4

  • EVANGELINE DAVILA

    Chief Research and Investments OfficerCRD 4417562

  • DIANA TORRES RIVERA

    Chief Compliance OfficerCRD 4127963

  • DAVID WASITOWSKI

    CCO & COOCRD 4187976

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Contacts

3 of 11

  • PATRICIA DIAZ

    Senior Registered AssociateCRD 6779196

  • Leonardo Zepeda-Gutierrez

    Investment Adviser RepresentativeCRD 7986683

  • Daniel Rodriguez Gonzalez

    Registered RepresentativeCRD 7160598

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 120

Active vs passive

$18.2M in ETFs

Passive

77%

$14M

Active

5%

$4.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$3.5M5,83819.13%
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Location

Primary office

SAN JUAN, PR

Location

SAN JUAN, PR

Headquartered in SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
250 Ave Muoz Rivera
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth