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).
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Total Assets Under Management453MILLION
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Total Number of Accounts123ACCOUNTS
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Average Account Value$3,681,493
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
CT, DC, FL, GA, NJ, NY, PR, TX
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.
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.
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.
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.
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.
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.
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.