The CONSULTIVA WEALTH MANAGEMENT, CORP. is a privately held investment adviser that advises $399.23mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CONSULTIVA WEALTH MANAGEMENT, CORP. is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 72.94% over the last 5-years.
The Group has been registered with the SEC for 26.49 years and is comprised of 3 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at AMERICAN INTERNATIONAL PLAZA 250 AVE. MUNOZ RIVERA, SUITE 1420, SAN JUAN, PUERTO RICO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 30 employees comprised of 20 investment and 10 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $399.23mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 41 other accounts. Assets of Charitable Organizations clients own $152.06mn or 38.09% of Total Assets and Pension and Profit Sharing Plans-Private own $111.97mn or 28.05% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Charitable Organizations and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
CONSULTIVA WEALTH MANAGEMENT, CORP. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.