CONSULTIVA WEALTH MANAGEMENT, CORP.
SEC file number 801-57175
· SAN JUAN, PR
https://consultiva.mx ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$452.8M
Discretionary AUM
$110.9M
Employees
27
Clients
—
Firm
- Address
- AMERICAN INTERNATIONAL PLAZA
SAN JUAN, PR 00918 - Phone
- —
- Website
- https://consultiva.mx
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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