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Bbva Global Wealth Advisors, Inc.

● SEC registered since 2024CRD 327326SEC# 801-129582Miami, FL
Export (members)
Reg. AUM
$523.7M
Employees
57
Accounts
403
Location
Miami, FL

Bbva Global Wealth Advisors, Inc. assets under management

Bbva Global Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2024. It reports $523.7 million in regulatory assets under management and employs 57 people.
bbvaglobalwealthadvisors.comView on SEC.gov ↗

Bbva Global Wealth Advisors, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Alejandro TrejoCommercial HeadUnder 5%2023
Bbva Usd Investments, S.a ControlSole ShareholderOver 75%2025
Catalina Maria Cadavid ControlChief Operating OfficerUnder 5%2024
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Frequently asked questions

How much does Bbva Global Wealth Advisors, Inc. manage?

Bbva Global Wealth Advisors, Inc. reports $523.7 million in regulatory assets under management on its Form ADV.

How many employees does Bbva Global Wealth Advisors, Inc. have?

Bbva Global Wealth Advisors, Inc. reports 57 employees.

Where is Bbva Global Wealth Advisors, Inc. located?

Bbva Global Wealth Advisors, Inc. is based in Miami, FL and has been SEC-registered since 2024.

Does Bbva Global Wealth Advisors, Inc. disclose fund performance?

Bbva Global Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address501 Brickell Key Drive, Suite 601, Miami, FL 33131
Phone3052057752
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$523.7M
Total (RAUM)$523.7M