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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,...
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, 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.
Is Consultiva Wealth Management a single-family office or does it operate as a multi-client advisor?
It operates as a registered investment advisor (RIA), meaning it manages wealth for multiple unrelated clients rather than serving a single family.
Does Consultiva Wealth Management invest in alternatives like private equity or venture capital?
Per public record, the firm focuses on traditional asset classes—equities, fixed income, and cash equivalents—without disclosed exposure to alternatives.
What areas does Consultiva Wealth Management serve geographically?
The firm is based in Puerto Rico and focuses on clients within the region, though it may serve HNWIs based elsewhere.
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.
Where does the underlying wealth managed by Consultiva come from?
The firm does not disclose the wealth origin of its clients. Its principal wealth origins are not publicly known.
Does Consultiva Wealth Management maintain any philanthropic structures?
No philanthropic foundation or charitable entity is publicly associated with Consultiva Wealth Management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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