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Consultiva Wealth Management
Consultiva Wealth Management, Corp. is an SEC-registered investment adviser in San Juan, PR, registered since 2000. The firm manages $533 million in assets,...
Overview
Consultiva Wealth Management, Corp. is an SEC-registered investment adviser in San Juan, PR, registered since 2000. The firm manages $533 million in assets, with $178 million on a discretionary basis. It employs 25 staff and 18 investment advisers.
General information
Firm type
Wealth Management Firm
Location
Region
Latin America
Country
Puerto Rico
City
San Juan
Corporate office
San Juan, Puerto Rico, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Consultiva Wealth Management?
Consultiva has not publicly named a CEO, CIO, or a specific lead for investment decisions as of 2026.
How does Consultiva Wealth Management structure client accounts?
As an RIA, it creates individually managed accounts tailored to client goals, with no publicly known commingled fund vehicles.
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