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David Allan Wasitowski

CONSULTIVA WEALTH MANAGEMENT, CORP.·SAN JUAN, Puerto Rico
SIE, Series 7, Series 14, Series 24, Series 27, Series 63, Series 79, Series 99TOClean recordCONSULTIVA WEALTH MANAGEMENT, CORP.
AMERICAN INTERNATIONAL PLAZA, SAN JUAN, PR 00918CRD# 4187976Firm CRD# 111846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Allan Wasitowski · SAN JUAN, PR
Registration
CRD #4187976 · CONSULTIVA WEALTH MANAGEMENT, CORP.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 27
Series 63
Series 79
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CONSULTIVA WEALTH MANAGEMENT, CORP.
CRD 111846 · SEC 801-57175
AUM
$466M
Regulatory assets under management
Employees
27
143 client accounts
Services offered by CONSULTIVA WEALTH MANAGEMENT, CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CONSULTIVA WEALTH MANAGEMENT, CORP. →
Introduction

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04

Frequently Asked Questions

What services does David Allan Wasitowski offer?
David Allan Wasitowski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are David Allan Wasitowski's credentials?
David Allan Wasitowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Allan Wasitowski located?
David Allan Wasitowski is based in SAN JUAN, Puerto Rico, working with CONSULTIVA WEALTH MANAGEMENT, CORP.. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does David Allan Wasitowski charge for services?
David Allan Wasitowski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSULTIVA WEALTH MANAGEMENT, CORP.?
CONSULTIVA WEALTH MANAGEMENT, CORP. has approximately 27 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONSULTIVA WEALTH MANAGEMENT, CORP.

Evangeline Maria Davila
SAN JUAN, PR
Edmundo Javier Garza
SAN JUAN, PR
Luis Alfonso Marino
SAN JUAN, PR

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Browse by Specialty

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Nearby cities in Puerto Rico
GUAYNABO (35)HATO REY (14)DORADO (5)LUGUILLO (2)OLD SAN JUAN, SAN JUAN (0)PONCE (0)SAN SEBASTIAN (0)CAGUAS (0)HATILLO (0)RINCON (0)
City Guides
GUAYNABO GuideHATO REY GuideDORADO GuideLUGUILLO GuideOLD SAN JUAN, SAN JUAN Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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