Consultiva Wealth Management, Corp.
- Regulatory AUM
- $533M
- Discretionary
- $178M
- Clients
- 137
- Avg AUM / client
- $3.9M
- Accounts
- 137
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of Apr 14, 2026
Investments (13F portfolio — 261 positions, $34,477,619)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $3,488,497 | 5,838 | 10.1% | 0.65% |
| 2 | Nvidia Corporation | COM | $3,461,840 | 19,850 | 10.0% | 0.65% |
| 3 | Vanguard Whitehall Fds | HIGH DIV YLD | $3,370,268 | 22,757 | 9.78% | 0.63% |
| 4 | Vanguard Star Fds | VG TL INTL STK F | $2,313,069 | 29,997 | 6.71% | 0.43% |
| 5 | Alphabet Inc | CAP STK CL A | $1,984,164 | 6,900 | 5.75% | 0.37% |
| 6 | Apple Inc | COM | $1,160,835 | 4,574 | 3.37% | 0.22% |
| 7 | Vanguard Index Fds | SMALL CP ETF | $1,140,662 | 4,355 | 3.31% | 0.21% |
| 8 | New York Life Investments Et | NYLI HEDGE MULTI | $1,135,839 | 33,290 | 3.29% | 0.21% |
| 9 | United Rentals Inc | COM | $728,560 | 1,000 | 2.11% | 0.14% |
| 10 | American Express Co | COM | $684,210 | 2,262 | 1.98% | 0.13% |
| 11 | Jpmorgan Chase & Co | COM | $551,256 | 1,874 | 1.6% | 0.1% |
| 12 | Ge Vernova Inc | COM | $541,198 | 620 | 1.57% | 0.1% |
| 13 | Ge Aerospace | COM NEW | $539,447 | 1,901 | 1.56% | 0.1% |
| 14 | Ishares Tr | A RATE CP BD ETF | $380,577 | 7,997 | 1.1% | 0.07% |
| 15 | Spdr Gold Tr | GOLD SHS | $365,747 | 850 | 1.06% | 0.07% |
| 16 | Vanguard World Fd | INF TECH ETF | $339,790 | 487 | 0.99% | 0.06% |
| 17 | Palantir Technologies Inc | CL A | $336,444 | 2,300 | 0.98% | 0.06% |
| 18 | Amazon Com Inc | COM | $333,857 | 1,603 | 0.97% | 0.06% |
| 19 | Boeing Co | COM | $325,414 | 1,635 | 0.94% | 0.06% |
| 20 | Meta Platforms Inc | CL A | $251,737 | 440 | 0.73% | 0.05% |
| 21 | Alphabet Inc | CAP STK CL C | $243,831 | 850 | 0.71% | 0.05% |
| 22 | Spdr S&P 500 Etf Tr | TR UNIT | $230,871 | 355 | 0.67% | 0.04% |
| 23 | Walmart Inc | COM | $217,987 | 1,754 | 0.63% | 0.04% |
| 24 | Mastercard Incorporated | CL A | $199,864 | 400 | 0.58% | 0.04% |
| 25 | Rtx Corporation | COM | $199,073 | 1,032 | 0.58% | 0.04% |
Top 25 of 261 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $15.2M | 2.86% |
| High net worth individuals | 46 | $82.4M | 15.5% |
| Pension and profit sharing plans | 4 | $112M | 21.0% |
| Charitable organizations | 34 | $152M | 28.5% |
| Corporations and other businesses | 3 | $37.5M | 7.04% |
| Other | 10 | $133M | 25.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Consultiva Wealth Management Retirement Plan Consultiva Wealth Management Corp | San Juan, PR | 2024 |
| Far Properties And Associated Companies 401(k) Plan Far Properties Inc | 2024 | |
| Puerto Rico Science Technology And Research Trust Retirement Plan Puerto Rico Science Technology And Reseach Trust | 2024 | |
| Hospital Buen Samaritano Retirement Plan Hospital Comunitario Buen Samaritano, Inc. | 2024 | |
| Colegio Sagrado Corazon De Jesus Retirement Plan Colegio Sagrado Corazon De University Gardens Inc | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Torres Rivera, Diana | Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Marino, Luis, Alfonso | Chief Executive Officer And Managing Partner | Oct 2021 (5y) | 50% – 75% | |
| Wasitowski, David, Allan | Managing Partner | Oct 2021 (5y) | 25% – 50% | |
| Evangeline Maria Davila | Registered representative | Mar 2005 (21y) | ||
| Carlos E. Machuca | Registered representative | Feb 2014 (12y) | ||
| Edmundo Javier Garza | Registered representative | Feb 2014 (12y) | ||
| Myrna Milagros Rivera | Registered representative | Mar 2014 (12y) | ||
| Daniel Ignacio Rodriguez Gonzalez | Registered representative | May 2020 (6y) | ||
| Iris Sanguinetti | Registered representative | Aug 2022 (4y) | ||
| Edwin Leo Shedd | Registered representative | Mar 2023 (3y) | ||
| Alex Mh Marino | Registered representative | Aug 2023 (3y) | ||
| Patricia Carolina Diaz | Registered representative | Nov 2023 (3y) | ||
| Leonardo Zepeda Gutierrez | Registered representative | May 2025 (1y) | ||
| Jose Felipe Montes | Registered representative | Sep 2025 (1y) | ||
| Andres Felipe Perea Galvez | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Savile Capital Group, Llc | Shareholder Common Shares | Oct 2021 | A | 75% or more |
| Turnham Green Private Familiy Trust Company Llc, Trustee Of The Vista Trust | Member | Oct 2021 | B | ≈ 37.5% – 75% via Savile Capital Group, Llc |
| Trade Bridge Invest Llc | Member | Oct 2021 | B | ≈ 37.5% – 75% via Savile Capital Group, Llc |
Estimated effective ownership (look-through of filed bands):
- Turnham Green Private Familiy Trust Company Llc, Trustee Of The Vista Trust: 50% – 75% of Savile Capital Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Trade Bridge Invest Llc: 50% – 75% of Savile Capital Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Consultiva Wealth Management Retirement Plan | Consultiva Wealth Management Corp | 12 | — | 01/01/2024 |
| Far Properties And Associated Companies 401(k) Plan | Far Properties Inc | 16 | — | 01/01/2024 |
| Puerto Rico Science Technology And Research Trust Retirement Plan | Puerto Rico Science Technology And Reseach Trust | 269 | $3.3M | 01/01/2024 |
| Hospital Buen Samaritano Retirement Plan | Hospital Comunitario Buen Samaritano, Inc. | 263 | $1.8M | 01/01/2024 |
| Colegio Sagrado Corazon De Jesus Retirement Plan | Colegio Sagrado Corazon De University Gardens Inc | 51 | — | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/14/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ALLEGED VIOLATIONS OF CERTAIN COMPLIANCE PROGRAM AND CODE OF ETHICS PROVISIONS OF THE INVESTMENT ADVISERS ACT OF 1940, AND RULES THEREUNDER. Status: Final Sanction Detail: CONSULTIVA AGREED TO PAY A $35,000 CIVIL PENALTY. THE PENALTY WAS PAID IN FULL AUGUST 10, 2012. Summary: IN JULY OF 2012, CONSULTIVA REACHED A SETTLEMENT WITH THE SEC REGARDING CONSULTIVA'S VIOLATIONS OF CERTAIN COMPLIANCE PROGRAM AND CODE OF ETHICS PROVISIONS OF THE INVESTMENT ADVISERS ACT OF 1940 AND RULES THEREUNDER. WITHOUT ADMITTING OR DENYING THE SEC'S FINDINGS, CONSULTIVA AGREED TO A CENSURE AND TO CEASE AND DESIST FROM COMMITTING OR CAUSING ANY VIOLATIONS AND ANY FUTURE VIOLATIONS OF THESE PROVISIONS. CONSULTIVA ALSO AGREED TO, AND PAID, A $35,000 CIVIL PENALTY. ADDITIONALLY, CONSULTIVA AGREED TO RETAIN AN INDEPENDENT CONSULTANT TO REVIEW ITS COMPLIANCE OPERATIONS ANNUALLY FOR TWO YEARS, PROVIDE A COPY OF THE SEC'S ORDER TO EXISTING CLIENTS, AND PROMINENTLY POST A SUMMARY OF THE ORDER ON ITS WEBSITE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Banco Popular De Puerto Rico $532M (100% of AUM) Apr 2026
- Huntleigh Securities Corporation $217M (41% of AUM) Apr 2026
- Northern Trust $29.8M (2% of AUM) Mar 2020
- Pershing $14.4M (1% of AUM) Mar 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 14, 2026.
View current Form ADV (SEC/IAPD) ↗