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BBVA GLOBAL WEALTH ADVISORS, INC.
CRD 327326File 801-129582
APPROVED
Retail clients
Disclosure events
Filing as of Jun 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 792 | 761 |
| 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.