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| Consultiva Wealth Management Corp
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|---|---|
| CRD # | 111846 |
| SEC # | 801-57175 |
| CIK # | 0001845849 |
| AUM | 532.7 M (2026-04-14) |
| Employees | 25 (72% Investors, 52% Brokers) |
| Phone | 787-763-5868 |
| Address | American International Plaza San Juan, PR 00918 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001845849 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.5 | ||
| Alphabet Inc | 2.0 | ||
| Apple Inc | 1.2 | ||
| United Rentals Inc /DE | 0.7 | ||
| American Express Co | 0.7 | ||
| J P Morgan Chase & Co | 0.6 | ||
| GE Vernova Inc | 0.5 | ||
| General Electric Co | 0.5 | ||
| SPDR Gold Trust | 0.4 | ||
| Palantir Technologies Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Boeing Co | 0.3 | ||
| Facebook Inc | 0.3 | ||
| Alphabet Inc | 0.2 | ||
| Wal Mart Stores Inc | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| United Technologies Corp /DE/ | 0.2 | ||
| Versabank | 0.2 | ||
| General Motors Co | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 0.0 |
| (b) Individuals (high net worth individuals) | 46 | 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 | 34 | 0.2 |
| (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 | 10 | 0.1 |
| Total | 137 | 0.5 |
| By Discretionary | ||
| Discretionary | 48 | 0.2 |
| Non-Discretionary | 89 | 0.4 |
| Total | 137 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 137 | 0.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845849] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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