Investment adviser · CRD 111846
CONSULTIVA WEALTH MANAGEMENT, CORP.
Investment adviser filing (IA)
SAN JUAN, PR, United States · Form ADV filed Apr 14, 2026
- Regulatory AUM
- $533M Form ADV · Item 5.F
- Client accounts
- 137 Accounts, not individual clients
- Employees
- 25 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 34 | $152,056,263 | 28.5% |
| Other clients | 10 | $133,463,566 | 25.1% |
| Retirement plans | Fewer than 5 | $111,973,578 | 21.0% |
| High-net-worth individuals | 46 | $82,441,856 | 15.5% |
| Corporations & businesses | Fewer than 5 | $37,522,775 | 7.0% |
| Individuals | 40 | $15,236,409 | 2.9% |
Filing source
Form ADV 2094578 · Apr 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
AMERICAN INTERNATIONAL PLAZA, 250 AVE. MU?OZ RIVERA, SUITE 1420SAN JUAN, PR, 00918, United States
CRD 111846
Filing source
Form ADV 2094578 · Apr 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.