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CONSULTIVA WEALTH MANAGEMENT, CORP.

SAN JUAN, PR · CRD 111846 · IAPD ↗ · consultiva.com · 787-763-5868

$532.7MRegulatory AUM
18Advisory reps
25Employees
0Clients
26-50Planning clients
0Private funds
9States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — CONSULTIVA WEALTH MANAGEMENT, CORP. crossed $500M in regulatory AUM ($429.7M -> $532.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2025 — CONSULTIVA WEALTH MANAGEMENT, CORP. notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — CONSULTIVA WEALTH MANAGEMENT, CORP. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.