Consultiva Wealth Management, Corp.
● SEC registered since 2000CRD 111846SEC# 801-57175San Juan, PR
Reg. AUM
$532.7M
Employees
25
Accounts
137
Location
San Juan, PR
Consultiva Wealth Management, Corp. assets under management
Consultiva Wealth Management, Corp. operates as an SEC-registered investment adviser based in San Juan, PR. The firm has been registered since 2000. It reports $532.7 million in regulatory assets under management and employs 25 people.
Consultiva Wealth Management, Corp. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Allan Wasitowski Control | Managing Partner | 25-50% | 2021 |
| Diana Torres Rivera | Chief Compliance Officer | Under 5% | 2020 |
| Luis Alfonso Marino Control | Chief Executive Officer And Managing Partner | 50-75% | 2021 |
| Savile Capital Group, LLC Control | Shareholder Common Shares | Over 75% | 2021 |
| David Allan Wasitowski Control | Trustee | Over 75% | 2021 |
| Dovera LLC Control | Member | 50-75% | 2021 |
| Luis Alfonso Marino Control | Member | Over 75% | 2021 |
| Trade Bridge Invest LLC Control | Member | 50-75% | 2021 |
| Turnham Green Private Familiy Trust Company LLC Control | Member | Over 75% | 2020 |
Frequently asked questions
How much does Consultiva Wealth Management, Corp. manage?
Consultiva Wealth Management, Corp. reports $532.7 million in regulatory assets under management on its Form ADV.
How many employees does Consultiva Wealth Management, Corp. have?
Consultiva Wealth Management, Corp. reports 25 employees.
Where is Consultiva Wealth Management, Corp. located?
Consultiva Wealth Management, Corp. is based in San Juan, PR and has been SEC-registered since 2000.
Does Consultiva Wealth Management, Corp. disclose fund performance?
Consultiva Wealth Management, Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | American International Plaza, 250 Ave. Mu?oz Rivera, Suite 1420, San Juan, PR 00918 |
| Phone | 787-763-5868 |
| Fax | 787-763-5397 |
| Office hours | 9:00 To 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1845849 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$532.7M▲ 24%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,306 advisers
EmployeesTop 20%
More than 80% of 16,824 advisers
Assets under management
$532.7Mregulatory AUM
Discretionary $177.7MNon-discretionary $355M