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CONSULTIVA WEALTH MANAGEMENT, CORP.
CRD 111846File 801-57175
APPROVED
Retail clients
Disclosure events
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$532.7M
Above cohort median (national)
Discretionary AUM
$177.7M
Non-discretionary $355.0M
Clients
127
137 accounts
Employees
25
Below cohort median in PR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 8, 2000
- Principal office
- AMERICAN INTERNATIONAL PLAZA, 250 AVE. MUÑOZ RIVERA, SUITE 1420, SAN JUAN, PR, 00918
- Phone
- 787-763-5868
- Website
- HTTPS://WWW.CONSULTIVA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $532.7M
- Discretionary AUM
- $177.7M
- Non-discretionary AUM
- $355.0M
- Discretionary accounts
- 48
- Non-discretionary accounts
- 89
- Total accounts
- 137
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $37.5M |
| Charitable organizations | 34 | $152.1M |
| High net worth individuals | 46 | $82.4M |
| Pension and profit sharing plans | Fewer than 5 | $112.0M |
| Individuals (other than high net worth individuals) | 40 | $15.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 137 | 127 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.