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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 137 | 127 | decreased by10 |
| Apr 1, 2026 | Employees | 24 | 25 | increased by1 |
| Apr 1, 2026 | Clients | 139 | 137 | decreased by2 |
| Apr 1, 2026 | AUM | $429,665,565 | $532,694,447 | increased by$103,028,882 |
| Apr 1, 2026 | Accounts | 139 | 137 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 24 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 98 | 139 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $550,760,284 | $429,665,565 | decreased by$121,094,719 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 98 | 139 | increased by41 |
| Apr 1, 2022 | Employees | 24 | 20 | decreased by4 |
| Apr 1, 2022 | Clients | 155 | 98 | decreased by57 |
| Apr 1, 2022 | AUM | $1,630,822,765 | $550,760,284 | decreased by$1,080,062,481 |
| Apr 1, 2022 | Accounts | 155 | 98 | decreased by57 |
| Dec 1, 2021 | AUM | $1,622,173,570 | $1,630,822,765 | increased by$8,649,195 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONSULTIVA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONSULTIVA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.