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Consultiva Wealth Management, Corp.

● SEC registered since 2000CRD 111846SEC# 801-57175San Juan, PR
Export (members)
Reg. AUM
$429.7M
Employees
24
Accounts
139
Location
San Juan, PR

Consultiva Wealth Management, Corp. assets under management

Consultiva Wealth Management, Corp. operates as an SEC-registered investment adviser based in San Juan, PR. The firm has been registered since 2000. It reports $429.7 million in regulatory assets under management and employs 24 people.
www.consultiva.comView on SEC.gov ↗

Consultiva Wealth Management, Corp. owners & executives

6 reported
NameTitleOwnershipSince
David Allan Wasitowski ControlManaging Partner25-50%2021
Diana Torres RiveraChief Compliance OfficerUnder 5%2020
Luis Alfonso Marino ControlChief Executive Officer And Managing Partner50-75%2021
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Frequently asked questions

How much does Consultiva Wealth Management, Corp. manage?

Consultiva Wealth Management, Corp. reports $429.7 million in regulatory assets under management on its Form ADV.

How many employees does Consultiva Wealth Management, Corp. have?

Consultiva Wealth Management, Corp. reports 24 employees.

Where is Consultiva Wealth Management, Corp. located?

Consultiva Wealth Management, Corp. is based in San Juan, PR and has been SEC-registered since 2000.

Does Consultiva Wealth Management, Corp. disclose fund performance?

Consultiva Wealth Management, Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressAmerican International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918
Phone787-763-5868
Fax787-763-5397
Office hours9:00 To 5:00
SEC regionMiami Regional Office (MIRO)
CIK1845849
Discloses disciplinary historyYes

Assets under management

Discretionary$157.9M
Non-discretionary$271.8M
Total (RAUM)$429.7M