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BBVA GLOBAL WEALTH ADVISORS, INC.

MIAMI, FL · CRD 327326 · IAPD ↗ · bbvaglobalwealthadvisors.com · 3052057752

$1.36BRegulatory AUM
39Advisory reps
84Employees
0Clients
n/aPlanning clients
0Private funds
5States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — BBVA GLOBAL WEALTH ADVISORS, INC. notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
80
July 2026 — BBVA GLOBAL WEALTH ADVISORS, INC. grew from 29 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
June 2026 — BBVA GLOBAL WEALTH ADVISORS, INC. notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — BBVA GLOBAL WEALTH ADVISORS, INC. grew from 24 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
December 2025 — BBVA GLOBAL WEALTH ADVISORS, INC. crossed $1B in regulatory AUM ($523.7M -> $1.21B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
June 2025 — BBVA GLOBAL WEALTH ADVISORS, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — BBVA GLOBAL WEALTH ADVISORS, INC. added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — BBVA GLOBAL WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($399.0M -> $523.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2025 — BBVA GLOBAL WEALTH ADVISORS, INC. grew from 17 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
71
November 2024 — BBVA GLOBAL WEALTH ADVISORS, INC. grew from 14 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
November 2024 — BBVA GLOBAL WEALTH ADVISORS, INC. reported RAUM up 79% ($222.8M -> $399.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
September 2024 — BBVA GLOBAL WEALTH ADVISORS, INC. reported RAUM up 101% ($111.1M -> $222.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2024 — BBVA GLOBAL WEALTH ADVISORS, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — BBVA GLOBAL WEALTH ADVISORS, INC. added office(s): 1 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
July 2024 — BBVA GLOBAL WEALTH ADVISORS, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
71
July 2024 — BBVA GLOBAL WEALTH ADVISORS, INC. grew from 8 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
May 2024 — BBVA GLOBAL WEALTH ADVISORS, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2024 — BBVA GLOBAL WEALTH ADVISORS, INC. (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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