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| Happy Holidays!! thanks for using AUM13F!! |
| Consultiva Wealth Management Corp
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| CRD # | 111846 |
| SEC # | 801-57175 |
| CIK # | 0001845849 |
| AUM | $429.7 M (2025-03-31) |
| Employees | 24 (71% Investors, 54% Brokers) |
| Phone | 787-763-5868 |
| Address | American International Plaza San Juan, PR 00918 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.1 | ||
| Alphabet Inc | 1.3 | ||
| Apple Inc | 1.0 | ||
| American Express Co | 0.8 | ||
| United Rentals Inc /DE | 0.8 | ||
| J P Morgan Chase & Co | 0.6 | ||
| General Electric Co | 0.5 | ||
| Amazon Com Inc | 0.4 | ||
| Boeing Co | 0.4 | ||
| GE Vernova Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 0.0 |
| (b) Individuals (high net worth individuals) | 48 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.1 |
| (h) Charitable organizations | 33 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.0 |
| (n) Other | 7 | 0.1 |
| Total | 139 | 0.4 |
| By Discretionary | ||
| Discretionary | 51 | 0.2 |
| Non-Discretionary | 88 | 0.3 |
| Total | 139 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 139 | 0.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845849] |
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|
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