Consultiva Wealth Management, Corp.

Registered investment adviser · San Juan, PR · CRD #111846

Form ADV data as of 2026-09-01

Regulatory assets

$532.7 million

Total accounts

137

Employees

Disclosure events

Firm details

Website: https://www.consultiva.com
Telephone: 787-763-5868
SEC file number: 801-57175
Most recent Form ADV filing: 2026-04-14
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC imposed a civil money penalty or a cease-and-desist order

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$177.7 million
Non-discretionary regulatory assets under management	$355.0 million
Total regulatory assets under management	$532.7 million
Discretionary accounts	48
Non-discretionary accounts	89
Total accounts	137
Regulatory assets under management attributable to non-U.S. persons	$38.7 million

People

Total employees (excluding clerical)	25
Employees performing investment advisory functions (including research)	18
Employees who are registered representatives of a broker-dealer	13
Employees registered as investment adviser representatives with a state	11
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	4
Firms or persons who solicit advisory clients on the firm's behalf	3

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshopsOther

Other business activities

Broker-dealer (registered or unregistered)Futures commission merchantInsurance broker or agent

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerFutures commission merchantInsurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Brokers or dealers selected under 8.C.(3) are related persons
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	40	$15.2 million
High net worth individuals	46	$82.4 million
Pension and profit sharing plans (not the participants or government plans)	4	$112.0 million
Charitable organizations	34	$152.1 million
Corporations or other businesses not listed above	3	$37.5 million
Other	10	$133.5 million