Unclaimed Profile

Evangeline Maria Davila

CONSULTIVA WEALTH MANAGEMENT, CORP.·SAN JUAN, Puerto Rico

Series 65Clean record21 years registeredCONSULTIVA WEALTH MANAGEMENT, CORP.

AMERICAN INTERNATIONAL PLAZA, SAN JUAN, PR 00918CRD# 4417562Firm CRD# 111846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Evangeline Maria Davila · SAN JUAN, PR

Registration

CRD #4417562 · CONSULTIVA WEALTH MANAGEMENT, CORP. · 21 years registered

Brand Profile

Not yet started

Career History

CONSULTIVA WEALTH MANAGEMENT, CORP.

Mar 2005 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 31, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

CRD 111846 · SEC 801-57175

AUM

$466M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Evangeline Maria Davila offer?

Evangeline Maria Davila specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN JUAN, Puerto Rico for a consultation.

What are Evangeline Maria Davila's credentials?

Evangeline Maria Davila is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evangeline Maria Davila located?

Evangeline Maria Davila 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 Evangeline Maria Davila charge for services?

Evangeline Maria Davila'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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