firm profile
Consultiva Wealth Management, Corp.
Overview
Consultiva Wealth Management, Corp. is an SEC registered investment adviser based in San Juan, PR, registered since 2000. It reports $533M in assets under management across 137 accounts, with 25 employees. It has 11 investment adviser representatives.
- Reported AUM
- $533M
- Discretionary
- 33%
- Accounts
- 137
- Average account
- $3.9M
- Employees
- 25
- Advisory reps
- 11
- Registered since
- 2000
- Jurisdictions
- 9
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 3
- Luis Alfonso Marino Chief Executive Officer, Managing Partner CRD 1426723
- David Allan Wasitowski Managing Partner CRD 4187976
- Diana Torres Rivera Chief Compliance Officer CRD 4127963
Advisory reps 3 of 11
- Evangeline Maria Davila Investment Adviser Rep CRD 4417562
- Patricia Carolina Diaz Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6779196
- Edmundo Javier Garza Registered Rep · Investment Adviser Rep CRD 2159416
8 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 250 Ave Munoz Rivera Ste 1420
San Juan, PR 00918 - County
- San Juan
- Metro area
- San Juan-Bayamon-Caguas, PR
Registrations
- SEC registered
- Registered in 9 jurisdictions
- Website: consultiva.com
Every state, with registration dates
Similar firms near San Juan
- Catalyst Capital Advisors LLCSan Juan, PR$10.3B AUM
- Applied Finance Capital Management, LLCSan Juan, PR$4.4B AUM
- Popular Asset ManagementSan Juan, PR$3.7B AUM
- Popular Securities, LLCSan Juan, PR$2.6B AUM
- Rational Advisors, Inc.San Juan, PR$2.6B AUM
request a demo
See what we have on Consultiva Wealth Management, Corp.
We'll walk you through the full profile and how to find more firms like this one.