CONSULTIVA WEALTH MANAGEMENT, CORP.
CRD #111846 SEC #801-57175 SAN JUAN, PR 787-763-5868
SEC Registered Broker-Dealer Disclosures
Total AUM
$429.7M
Discretionary
$157.9M
Employees
24
Clients
26
Accounts
139
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $429.7M | $157.9M | $271.8M | 24 | 0 |
| Apr 2024 | $466.3M | $141.5M | $324.8M | 27 | 0 |
| Nov 2023 | $452.8M | $110.9M | $342M | 27 | 0 |
| Apr 2023 | $452.8M | $110.9M | $342M | 23 | 0 |
| Jul 2022 | $550.8M | $108.8M | $441.9M | 20 | 0 |
| Apr 2022 | $550.8M | $108.8M | $441.9M | 20 | 0 |
| Nov 2021 | $1.6B | $126.2M | $1.5B | 24 | 0 |
| Apr 2021 | $1.6B | $120.6M | $1.5B | 24 | 0 |
| Mar 2021 | $1.6B | $120.6M | $1.5B | 24 | 0 |
| Nov 2020 | $1.5B | $98.6M | $1.4B | 22 | 0 |
| Oct 2020 | $1.5B | $98.6M | $1.4B | 22 | 0 |
| Jun 2020 | $1.5B | $98.6M | $1.4B | 22 | 0 |
| Jun 2020 | $1.5B | $98.6M | $1.4B | 22 | 0 |
| Mar 2020 | $1.6B | $128.3M | $1.5B | 21 | 0 |
| Jul 2019 | $1.4B | $50.7M | $1.3B | 22 | 0 |
| Jun 2019 | $1.4B | $50.7M | $1.3B | 22 | 0 |
| May 2019 | $1.4B | $50.7M | $1.3B | 22 | 0 |
| May 2019 | $1.4B | $50.7M | $1.3B | 22 | 0 |
| Mar 2019 | $1.4B | $50.7M | $1.3B | 22 | 0 |
| Oct 2018 | $1.9B | $0 | $1.9B | 24 | 0 |
| Jun 2018 | $1.9B | $0 | $1.9B | 24 | 0 |
| Mar 2018 | $1.9B | $0 | $1.9B | 24 | 0 |
| Sep 2017 | $3.1B | $0 | $3.1B | 23 | 100 |
| Mar 2017 | $3.1B | $0 | $3.1B | 23 | 100 |
| Aug 2016 | $2.7B | $0 | $2.7B | 23 | 100 |
| Mar 2016 | $2.7B | $0 | $2.7B | 23 | 100 |
| Jul 2015 | $3.2B | $0 | $3.2B | 21 | 100 |
| Mar 2015 | $3.2B | $0 | $3.2B | 21 | 100 |
| Jan 2015 | $3.2B | $1.2M | $3.2B | 18 | 100 |
| Aug 2014 | $3.2B | $1.2M | $3.2B | 18 | 100 |
| May 2014 | $3.2B | $1.2M | $3.2B | 18 | 100 |
| Apr 2014 | $3.2B | $1.2M | $3.2B | 18 | 100 |
| Apr 2014 | $3.2B | $1.2M | $3.2B | 18 | 100 |
| Apr 2014 | $3.2B | $1.2M | $3.2B | 18 | 100 |
| Apr 2014 | $3.2B | $1.2M | $3.2B | 18 | 100 |
| Mar 2014 | $3.2B | $1.2M | $3.2B | 18 | 100 |
| Oct 2013 | $1.4B | $2.7M | $1.4B | 16 | 100 |
| Jul 2013 | $1.4B | $2.7M | $1.4B | 16 | 100 |
| Apr 2013 | $1.4B | $2.7M | $1.4B | 16 | 100 |
| Mar 2013 | $1.4B | $2.7M | $1.4B | 16 | 100 |
| Nov 2012 | $694.7M | $6.5M | $688.2M | 16 | 26 |
| Aug 2012 | $694.7M | $6.5M | $688.2M | 11 | 26 |
| Mar 2012 | $694.7M | $6.5M | $688.2M | 11 | 26 |
| Jun 2011 | $775.6M | $8M | $767.6M | -- | -- |
| Jun 2011 | $775.6M | $8M | $767.6M | -- | -- |
| Jun 2011 | $775.6M | $8M | $767.6M | -- | -- |
| Apr 2011 | $775.6M | $8M | $767.6M | -- | -- |
| Apr 2011 | $775.6M | $8M | $767.6M | -- | -- |
| Mar 2011 | $775.6M | $0 | $775.6M | -- | -- |
| Mar 2010 | $2.1B | $0 | $2.1B | -- | -- |
| Apr 2009 | $1.9B | $0 | $1.9B | -- | -- |
| Mar 2009 | $1.9B | $0 | $1.9B | -- | -- |
| Mar 2009 | $2.1B | $0 | $2.1B | -- | -- |
| Mar 2009 | $2.1B | $0 | $2.1B | -- | -- |
| Mar 2008 | $2.1B | $0 | $2.1B | -- | -- |
| Mar 2008 | $2.4B | $0 | $2.4B | -- | -- |
| Jan 2008 | $2.4B | $0 | $2.4B | -- | -- |
| Mar 2007 | $2.4B | $0 | $2.4B | -- | -- |
| Mar 2006 | $2.4B | $0 | $2.4B | -- | -- |
| Oct 2005 | $2.1B | $0 | $2.1B | -- | -- |
| Oct 2005 | $2.1B | $0 | $2.1B | -- | -- |
| Sep 2005 | $2.1B | $0 | $2.1B | -- | -- |
| Sep 2005 | $2.1B | $0 | $2.1B | -- | -- |
| Mar 2004 | $120M | $0 | $120M | -- | -- |
DateMar 2025
Total AUM$429.7M
Discretionary$157.9M
Non-Disc.$271.8M
Employees24
Clients0
DateApr 2024
Total AUM$466.3M
Discretionary$141.5M
Non-Disc.$324.8M
Employees27
Clients0
DateNov 2023
Total AUM$452.8M
Discretionary$110.9M
Non-Disc.$342M
Employees27
Clients0
DateApr 2023
Total AUM$452.8M
Discretionary$110.9M
Non-Disc.$342M
Employees23
Clients0
DateJul 2022
Total AUM$550.8M
Discretionary$108.8M
Non-Disc.$441.9M
Employees20
Clients0
DateApr 2022
Total AUM$550.8M
Discretionary$108.8M
Non-Disc.$441.9M
Employees20
Clients0
DateNov 2021
Total AUM$1.6B
Discretionary$126.2M
Non-Disc.$1.5B
Employees24
Clients0
DateApr 2021
Total AUM$1.6B
Discretionary$120.6M
Non-Disc.$1.5B
Employees24
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$120.6M
Non-Disc.$1.5B
Employees24
Clients0
DateNov 2020
Total AUM$1.5B
Discretionary$98.6M
Non-Disc.$1.4B
Employees22
Clients0
DateOct 2020
Total AUM$1.5B
Discretionary$98.6M
Non-Disc.$1.4B
Employees22
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$98.6M
Non-Disc.$1.4B
Employees22
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$98.6M
Non-Disc.$1.4B
Employees22
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$128.3M
Non-Disc.$1.5B
Employees21
Clients0
DateJul 2019
Total AUM$1.4B
Discretionary$50.7M
Non-Disc.$1.3B
Employees22
Clients0
DateJun 2019
Total AUM$1.4B
Discretionary$50.7M
Non-Disc.$1.3B
Employees22
Clients0
DateMay 2019
Total AUM$1.4B
Discretionary$50.7M
Non-Disc.$1.3B
Employees22
Clients0
DateMay 2019
Total AUM$1.4B
Discretionary$50.7M
Non-Disc.$1.3B
Employees22
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$50.7M
Non-Disc.$1.3B
Employees22
Clients0
DateOct 2018
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees24
Clients0
DateJun 2018
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees24
Clients0
DateMar 2018
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees24
Clients0
DateSep 2017
Total AUM$3.1B
Discretionary$0
Non-Disc.$3.1B
Employees23
Clients100
DateMar 2017
Total AUM$3.1B
Discretionary$0
Non-Disc.$3.1B
Employees23
Clients100
DateAug 2016
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees23
Clients100
DateMar 2016
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees23
Clients100
DateJul 2015
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees21
Clients100
DateMar 2015
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees21
Clients100
DateJan 2015
Total AUM$3.2B
Discretionary$1.2M
Non-Disc.$3.2B
Employees18
Clients100
DateAug 2014
Total AUM$3.2B
Discretionary$1.2M
Non-Disc.$3.2B
Employees18
Clients100
DateMay 2014
Total AUM$3.2B
Discretionary$1.2M
Non-Disc.$3.2B
Employees18
Clients100
DateApr 2014
Total AUM$3.2B
Discretionary$1.2M
Non-Disc.$3.2B
Employees18
Clients100
DateApr 2014
Total AUM$3.2B
Discretionary$1.2M
Non-Disc.$3.2B
Employees18
Clients100
DateApr 2014
Total AUM$3.2B
Discretionary$1.2M
Non-Disc.$3.2B
Employees18
Clients100
DateApr 2014
Total AUM$3.2B
Discretionary$1.2M
Non-Disc.$3.2B
Employees18
Clients100
DateMar 2014
Total AUM$3.2B
Discretionary$1.2M
Non-Disc.$3.2B
Employees18
Clients100
DateOct 2013
Total AUM$1.4B
Discretionary$2.7M
Non-Disc.$1.4B
Employees16
Clients100
DateJul 2013
Total AUM$1.4B
Discretionary$2.7M
Non-Disc.$1.4B
Employees16
Clients100
DateApr 2013
Total AUM$1.4B
Discretionary$2.7M
Non-Disc.$1.4B
Employees16
Clients100
DateMar 2013
Total AUM$1.4B
Discretionary$2.7M
Non-Disc.$1.4B
Employees16
Clients100
DateNov 2012
Total AUM$694.7M
Discretionary$6.5M
Non-Disc.$688.2M
Employees16
Clients26
DateAug 2012
Total AUM$694.7M
Discretionary$6.5M
Non-Disc.$688.2M
Employees11
Clients26
DateMar 2012
Total AUM$694.7M
Discretionary$6.5M
Non-Disc.$688.2M
Employees11
Clients26
DateJun 2011
Total AUM$775.6M
Discretionary$8M
Non-Disc.$767.6M
Employees--
Clients--
DateJun 2011
Total AUM$775.6M
Discretionary$8M
Non-Disc.$767.6M
Employees--
Clients--
DateJun 2011
Total AUM$775.6M
Discretionary$8M
Non-Disc.$767.6M
Employees--
Clients--
DateApr 2011
Total AUM$775.6M
Discretionary$8M
Non-Disc.$767.6M
Employees--
Clients--
DateApr 2011
Total AUM$775.6M
Discretionary$8M
Non-Disc.$767.6M
Employees--
Clients--
DateMar 2011
Total AUM$775.6M
Discretionary$0
Non-Disc.$775.6M
Employees--
Clients--
DateMar 2010
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees--
Clients--
DateApr 2009
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients--
DateMar 2009
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients--
DateMar 2009
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees--
Clients--
DateMar 2009
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees--
Clients--
DateMar 2008
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees--
Clients--
DateMar 2008
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateJan 2008
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateMar 2007
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateMar 2006
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateOct 2005
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees--
Clients--
DateOct 2005
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees--
Clients--
DateSep 2005
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees--
Clients--
DateSep 2005
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees--
Clients--
DateMar 2004
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees--
Clients--