Bbva Global Wealth Advisors, Inc.
● SEC registered since 2024CRD 327326SEC# 801-129582Miami, FL
Reg. AUM
$1.36B
Employees
84
Accounts
792
Location
Miami, FL
Bbva Global Wealth Advisors, Inc. assets under management
Bbva Global Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2024. It reports $1.4 billion in regulatory assets under management and employs 84 people.
Bbva Global Wealth Advisors, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alejandro Trejo | Commercial Head | Under 5% | 2023 |
| Bbva Usd Investments, S.a Control | Sole Shareholder | Over 75% | 2025 |
| Catalina Maria Cadavid Control | Chief Operating Officer | Under 5% | 2024 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bbva Global Wealth Advisors, Inc. manage?
Bbva Global Wealth Advisors, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Bbva Global Wealth Advisors, Inc. have?
Bbva Global Wealth Advisors, Inc. reports 84 employees.
Where is Bbva Global Wealth Advisors, Inc. located?
Bbva Global Wealth Advisors, Inc. is based in Miami, FL and has been SEC-registered since 2024.
Does Bbva Global Wealth Advisors, Inc. disclose fund performance?
Bbva Global Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 501 Brickell Key Drive, Suite 601, Miami, FL 33131 |
| Phone | 3052057752 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.36B▲ 161%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$1.36Bregulatory AUM
Discretionary $0Non-discretionary $1.36B