Consultiva Wealth Management, Corp.

Firm record

As recorded in SEC IAPD

Firm CRD

111846

SEC number

801-57175

Firm type

RIA

Assets under management

$532.7M as of Apr 14, 2026

Website

www.consultiva.com ↗

Phone

787-763-5868

Address

American International Plaza, San Juan, PR, 00918

Advisors at this firm

12 in our index · page 1 of 1

• Evangeline Maria DavilaCRD 4417562 · San Juan, PR
  IA Registered
• Patricia Carolina DiazCRD 6779196 · Caracas
  IA RegisteredBroker
• Edmundo Javier GarzaCRD 2159416 · San Juan, PR
  IA RegisteredBroker
  Disclosure event(s) on record
• Carlos E. MachucaCRD 4596144 · San Juan, PR
  IA RegisteredBroker
• Jose Felipe MontesCRD 8104106 · Bogota
  IA Registered
• Alex Mh MarinoCRD 1597666 · Miami, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Andres Felipe Perea GalvezCRD 8230333 · Bogota
  IA Registered
• Myrna Milagros RiveraCRD 734396 · San Juan, PR
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel Ignacio Rodriguez GonzalezCRD 7160598 · San Juan, PR
  IA RegisteredBroker
• Iris SanguinettiCRD 4356882 · San Juan, PR
  IA RegisteredBroker
• Edwin Leo SheddCRD 4652940 · Miami, FL
  IA RegisteredBroker
• Leonardo Zepeda-GutierrezCRD 7986683 · Miami, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.