Consultiva Wealth Management, Corp.

RIASEC Registered
Total AUM
$533M
Discretionary
$178M
33% of AUM
Avg account
$3.9M
Accounts
137
Employees
25
Advisory reps
14

Firm details

Headquarters
San Juan, PR
CRD number
111846
Registered since
February 8, 2000
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. is a corporate investment adviser that blends wealth management for individuals and families with services for institutional clients. The firm acts as a capital allocator, employing both in-house portfolio management and selection of outside managers. It offers a mix of fee structures—percentage of AUM, hourly charges and fixed fees—and provides a broad set of service lines that include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational publications and seminars. Consultiva also operates business lines beyond pure advisory work: it is affiliated with broker-dealer, futures commission merchant and insurance broker activities. The firm identifies itself as an active ESG investor, indicating that environmental, social or governance factors are considered in its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

    Evangeline Davila

    Chief Research and Investments OfficerCRD 4417562

  • Diana Torres Rivera

    Diana Torres Rivera

    Chief Compliance OfficerCRD 4127963

  • Luis Marino

    Luis Marino

    CEOCRD 1426723

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Contacts

3 of 10
  • Iris Sanguinetti

    Managing DirectorCRD 4356882

  • Myrna Rivera

    Myrna Rivera

    Founder and Senior Investment AdvisorCRD 734396

  • Carlos Machuca

    Registered RepresentativeCRD 4596144

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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 123

Active vs passive

$24.4M in ETFs

Passive

79%

$19.2M

Active

5%

$5.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$5.2M7,61921.42%

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