{
  "crd_number": 327326,
  "slug": "bbva-global-wealth-advisors-inc-miami-fl-327326",
  "primary_business_name": "BBVA GLOBAL WEALTH ADVISORS, INC.",
  "legal_name": "BBVA GLOBAL WEALTH ADVISORS, INC.",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-02-26",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 1364604282.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 1364604282.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 84,
  "advisory_employees": 39,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 100864456.0,
      "count": 31,
      "description": "FOREIGN TRUST"
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 34283750.0,
      "count": 78
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 910588845.0,
      "count": 582
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 318867231.0,
      "count": 101
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "DE",
    "FL",
    "NJ",
    "TX"
  ],
  "websites": [
    "https://bbvaglobalwealthadvisors.com",
    "https://bbvagwa.com/global.html",
    "https://linkedin.com/company/bbva-global-wealth-advisors-1"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327326",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/bbva-global-wealth-advisors-inc-miami-fl-327326",
  "display_name": "Bbva Global Wealth Advisors, Inc.",
  "summary": "Bbva Global Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Miami, FL, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. Bbva Global Wealth Advisors, Inc. (CRD 327326): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Bbva Global Wealth Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bbva Global Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Bbva Global Wealth Advisors, Inc. located?",
      "a": "Bbva Global Wealth Advisors, Inc.'s principal office is in Miami, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bbva Global Wealth Advisors, Inc. registered with the SEC or a state?",
      "a": "Bbva Global Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 327326."
    },
    {
      "q": "How much does Bbva Global Wealth Advisors, Inc. manage?",
      "a": "Bbva Global Wealth Advisors, Inc. reports $1,364,604,282 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (0% discretionary)."
    },
    {
      "q": "How have Bbva Global Wealth Advisors, Inc.'s assets and staff changed since 2024?",
      "a": "In the Form ADV data for Bbva Global Wealth Advisors, Inc.: Regulatory assets under management: $222,807,192 in the October 2024 data and $1,364,604,282 in the October 2026 data, up 512%. Total employees: 30 in October 2024 and 84 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bbva Global Wealth Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (582); corporations or other businesses not listed above (101); individuals (other than high net worth individuals) (78)."
    },
    {
      "q": "Which custodians does Bbva Global Wealth Advisors, Inc. use?",
      "a": "Bbva Global Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bbva Global Wealth Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327326"
    },
    {
      "q": "Does Bbva Global Wealth Advisors, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 26, 2026 says: \"While we continue to generally require a minimum investment size of $500,000 to open and maintain an account, we have removed references to minimum fees and clarified our reserved rights to reduce, increase, or waive the minimum investment size\""
    },
    {
      "q": "What changed in Bbva Global Wealth Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in NJ. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 222807192.0,
      "total_employees": 30,
      "filing_date": "2024-08-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 523714897.0,
      "total_employees": 57,
      "filing_date": "2025-06-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1364604282.0,
      "total_employees": 84,
      "filing_date": "2026-09-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in NJ.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 29 to 39."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in DE."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 24 to 29.",
        "Regulatory assets under management went from $1,208,850,630 to $1,364,604,282 (+13%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $523,714,897 to $1,208,850,630 (+131%)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Changed its office addresses in Houston, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 26, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "While we continue to generally require a minimum investment size of $500,000 to open and maintain an account, we have removed references to minimum fees and clarified our reserved rights to reduce, increase, or waive the minimum investment size"
        ]
      }
    ],
    "quotes": [
      "While we continue to generally require a minimum investment size of $500,000 to open and maintain an account, we have removed references to minimum fees and clarified our reserved rights to reduce, increase, or waive the minimum investment size"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bbva-global-wealth-advisors-inc-miami-fl-327326.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 78,
      "fewer_than_5": false,
      "raum": 34283750.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 582,
      "fewer_than_5": false,
      "raum": 910588845.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 101,
      "fewer_than_5": false,
      "raum": 318867231.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 31,
      "fewer_than_5": false,
      "raum": 100864456.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327326",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}