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BBVA GLOBAL WEALTH ADVISORS, INC.
CRD 327326File 801-129582
APPROVED
Retail clients
Disclosure events
Filing as of Sep 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.36B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.36B
Clients
761
792 accounts
Employees
84
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 26, 2024
- Principal office
- 501 BRICKELL KEY DRIVE, SUITE 601, MIAMI, FL, 33131
- Phone
- 3052057752
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.36B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.36B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 792
- Total accounts
- 792
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 101 | $318.9M |
| High net worth individuals | 582 | $910.6M |
| Individuals (other than high net worth individuals) | 78 | $34.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 792 | 761 | decreased by31 |
| Jul 1, 2026 | Employees | 60 | 84 | increased by24 |
| Apr 1, 2026 | Employees | 57 | 60 | increased by3 |
| Apr 1, 2026 | Clients | 660 | 792 | increased by132 |
| Apr 1, 2026 | AUM | $1,208,850,630 | $1,364,604,282 | increased by$155,753,652 |
| Apr 1, 2026 | Accounts | 665 | 792 | increased by127 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 47 | 57 | increased by10 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 403 | 660 | increased by257 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $523,714,897 | $1,208,850,630 | increased by$685,135,733 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 403 | 665 | increased by262 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BBVA GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BBVA GLOBAL” 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.