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Consultiva Wealth Management
Consultiva Wealth Management is an RIA in San Juan, Puerto Rico providing wealth management and financial planning for high-net-worth clients.
Consultiva Wealth Management
Consultiva Wealth Management is a registered investment advisor headquartered in San Juan, Puerto Rico. The firm provides wealth management and financial planning services to high-net-worth individuals and families, operating as a fiduciary under RIA regulations. The firm's strategy centers on portfolio construction using traditional asset classes such as equities, fixed income, and cash equivalents. It offers financial planning, estate planning guidance, and retirement planning. Its known investment focus is on client asset allocation rather than sector-specific direct deals or venture exposures. As an RIA, Consultiva structures client accounts individually, with no public record of a proprietary fund vehicle or co-investment program. No named portfolio companies, deal leads, or funded ventures have been disclosed. No recent operational events have been captured in public filings. The firm's structural differentiation lies in its compliance-based fiduciary model within Puerto Rico's financial services market. Its wealth management architecture is advisory-oriented, distinct from single-family offices or direct investment firms.
General information
Firm type
Wealth Management Firm
Year founded
—
AUM
Undisclosed
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.
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