CONSULTIVA WEALTH MANAGEMENT, CORP. is a San Juan, Puerto Rico based financial advisory firm with nearly $466,303,537 in assets under management and provides investment advisory services for 143 clients. There are currently 27 financial advisors at the firm.
General Information |
| Firm CRD#: | 111846 | |
| SEC#: | 801-57175 | |
| Assets under Management: | $466,303,537 | |
| No. of Clients: | 143 | |
| No. of Advisors: | 27 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops, Other (PROVIDE PERIODIC PERFORMANCE REPORTS) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| ATON FINANCIAL LLC | 173070 | 801-112925 | 378 | 9 | $428,880,000 |
| PARLIAMENT CAPITAL MANAGEMENT, LLC | 194513 | 801-121818 | 272 | 16 | $318,389,059 |
| X-SQUARE CAPITAL | 167237 | 801-88171 | 220 | 7 | $423,636,050 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 111846 | 801-57175 | 143 | 27 | $466,303,537 |
| ATLAS ASSET MANAGEMENT LLC | 173561 | 801-119872 | 13 | 3 | $333,982,565 |
| TC LATIN AMERICA PARTNERS LLC | 307441 | 801-118150 | 10 | 34 | $646,983,554 |
| TROLUCE CAPITAL ADVISORS LLC | 313120 | 801-127613 | 7 | 5 | $449,380,753 |
| CELERES CAPITAL ADVISORS, LLC | 304581 | 801-116978 | 4 | 4 | $485,982,966 |
| LONG FOCUS CAPITAL MANAGEMENT LLC | 322024 | 801-126361 | 3 | 5 | $666,407,711 |
| CONNELLY CAPITAL MANAGEMENT LLC | 324104 | 801-130757 | 2 | 2 | $587,218,392 |
| PRAETORIAN PR LLC | 323280 | 801-126885 | 2 | 8 | $347,589,981 |
| THE PHOENIX FUND ADVISOR LLC | 316384 | 801-128408 | 1 | 15 | $603,957,947 |
| KENT LAKE PR LLC | 299642 | 801-121945 | 1 | 2 | $496,533,364 |
| UNIVERSAL FINANCIAL SERVICES INC. | 131558 | 801-121280 | 1 | 3 | $374,368,239 |
| ORIENTAL TRUST | 312982 | 801-121169 | 1 | 8 | $301,441,418 |