PK WEALTH ADVISORS

PK WEALTH ADVISORS

Founded in 2005 by Pedro K. Santaella, PK Wealth Advisors operates from San Juan, Puerto Rico, as a multi-family office serving a small, curated group of high-net-worth families. Santaella previously built a career in investment banking and wealth advisory before launching the firm, drawing on that network to structure tailored allocations. The firm focuses on private credit, real estate, infrastructure, and hedge fund investments — with a tilt toward opportunistic and special-situations mandates. PK Wealth Advisors typically structures investments as direct co-investments or club deals alongside institutional partners, rather than through open-end funds. Its portfolio has included private real estate developments in Puerto Rico and corporate credit placements in North American middle-market companies (public record). PK Wealth Advisors maintains a lean team with a flat advisory structure, giving clients direct access to Santaella and senior advisors. The firm has no publicly disclosed AUM or named institutional limited partners. It does not operate separate philanthropic or operating-company arms. A structural differentiator is the firm's limited base of families and its location in Puerto Rico, which allows it to focus on local real estate and infrastructure opportunities while also accessing North American credit and hedge fund strategies. The advisor-to-client ratio remains intentionally low, with each relationship managed through direct principal involvement rather than a layered team.