Consultiva Wealth Management, Corp.

Consultiva Wealth Management, Corp. (CRD# 111846) is a financial advisory firm headquartered in San Juan, PR. They manage $452,823,634 in 123 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    453
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $3,681,493
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, DC, FL, GA, NJ, NY, PR, TX

Financial Advisors at Consultiva Wealth Management, Corp.
Showing 1 - 7 of 7 top financial advisors.
1
Evangeline M. Davila
CRD#: 4417562
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

Evangeline Davila (CRD# 4417562) is an Investment Advisor Representative working at Consultiva Wealth Management, Corp. in San Juan, PR and has over 18 years of experience in the finance industry.

2
Edmundo J. Garza
CRD#: 2159416
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

Edmundo Garza (CRD# 2159416) is an Investment Advisor Representative working at Consultiva Wealth Management, Corp. in San Juan, PR and has over 21 years of experience in the finance industry.

3
Carlos E. Machuca
CRD#: 4596144
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

Carlos Machuca (CRD# 4596144) is an Investment Advisor Representative working at Consultiva Wealth Management, Corp. in San Juan, PR and has 1 year of experience in the finance industry.

4
Myrna M. Rivera
CRD#: 734396
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

Myrna Rivera (CRD# 734396) is an Investment Advisor Representative working at Consultiva Wealth Management, Corp. in San Juan, PR and has over 34 years of experience in the finance industry.

5
Patricia C. Diaz
CRD#: 6779196
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

Patricia Diaz (CRD# 6779196) is an Investment Advisor Representative working at Consultiva Wealth Management, Corp. in San Juan, PR and has 1 year of experience in the finance industry.

6
Daniel I. Rodriguez Gonzalez
CRD#: 7160598
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

Daniel Rodriguez Gonzalez (CRD# 7160598) is an Investment Advisor Representative working at Consultiva Wealth Management, Corp. in San Juan, PR and has over 4 years of experience in the finance industry.

7
Carlos J. Vega-Plaza
CRD#: 7022705
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

Carlos Vega-Plaza (CRD# 7022705) is an Investment Advisor Representative working at Consultiva Wealth Management, Corp. in San Juan, PR and has 1 year of experience in the finance industry.

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