# Consultiva Wealth Management

Consultiva Wealth Management is a Wealth Management Firm based in San Juan, Puerto Rico.

## Overview

- **Organization type:** Wealth Management Firm
- **Headquarters:** San Juan, Puerto Rico
- **Region:** Latin America
- **Address:** San Juan, Puerto Rico, United States
- **Assets under management:** Undisclosed
- **Website:** consultivawealth.com

## Regulatory record

- **CRD number:** 111846
- **SEC file number:** 801-57175
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-14T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111846

## About

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.

## Sectors

- Wealth Management
- Private Wealth
- Financial Planning

## 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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- [Barnegat Bay Capital Management](https://altss.com/profile/barnegat-bay-capital-management-llc)
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Last updated: 2026-06-03T20:00:00.000Z

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