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CONSULTIVA WEALTH MANAGEMENT, CORP.
CONSULTIVA WEALTH MANAGEMENT, CORP.
SAN JUAN, Puerto Rico
·
6 registered advisors
·
CRD# 111846
SEC# 801-57175
1
787-763-5868
01
Firm Overview
AUM
$466M
Regulatory assets under management
Employees
27
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CONSULTIVA WEALTH MANAGEMENT, CORP.
6 registered advisors
David Allan Wasitowski
SAN JUAN, Puerto Rico
CRD# 4187976
Diana Torres Rivera
SAN JUAN, Puerto Rico
CRD# 4127963
Edmundo Javier Garza
SAN JUAN, Puerto Rico
CRD# 2159416
Evangeline Maria Davila
SAN JUAN, Puerto Rico
CRD# 4417562
Luis Alfonso Marino
SAN JUAN, Puerto Rico
CRD# 1426723
Sonia Vazquez
SAN JUAN, Puerto Rico
CRD# 6140432
05
Office Locations
SAN JUAN, Puerto Rico
6 advisors
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Data sourced from SEC Form ADV filings. CONSULTIVA WEALTH MANAGEMENT, CORP. (CRD# 111846) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.