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David Allan Wasitowski

CONSULTIVA WEALTH MANAGEMENT, CORP.·SAN JUAN, Puerto Rico
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AMERICAN INTERNATIONAL PLAZA, SAN JUAN, PR 00918CRD# 4187976Firm CRD# 111846
01

About

David Allan Wasitowski is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with CONSULTIVA WEALTH MANAGEMENT, CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CONSULTIVA WEALTH MANAGEMENT, CORP.
CONSULTIVA WEALTH MANAGEMENT, CORP.
AUM
$466M
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at CONSULTIVA WEALTH MANAGEMENT, CORP. →
Services
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4187976
Firm CRD# 111846
2 disclosures on file
View on FINRA BrokerCheck →

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05

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.

Diana Torres Rivera
SAN JUAN, PR
Edmundo Javier Garza
SAN JUAN, PR
Evangeline Maria Davila
SAN JUAN, PR
Luis Alfonso Marino
SAN JUAN, PR
Sonia Vazquez
SAN JUAN, PR

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Research
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