RIA Intel›Advisers›CONSULTIVA WEALTH MANAGEMENT, CORP.

CONSULTIVA WEALTH MANAGEMENT, CORP.

Advisory

N·SAN JUAN, PR

Data as of Apr 14, 2026 · Source: SEC Form ADV

Total AUM

$533M

1-Year AUM Growth

-7.9%

3-Year CAGR

-7.9%

Employees

18

Assets Under Management

Total AUM$533M

Discretionary AUM$178M

Non-Discretionary AUM$355M

Discretionary %33.4%

Total Clients139

Team

Total Employees18

Investment Advisers25

Employee Growth (1Y)+36.4%

Filing History

Total Filings on Record73

First FilingMar 28, 2001

Latest FilingApr 14, 2026

🔒 Full AUM trend chart and 73 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CONSULTIVA WEALTH MANAGEMENT, CORP.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.