{
  "crd_number": 111846,
  "slug": "consultiva-wealth-management-corp-san-juan-pr-111846",
  "primary_business_name": "CONSULTIVA WEALTH MANAGEMENT, CORP.",
  "legal_name": "CONSULTIVA WEALTH MANAGEMENT, CORP.",
  "dbas": [
    "SAVILE CAPITAL GROUP DBA"
  ],
  "city": "San Juan",
  "state": "PR",
  "country": "United States",
  "cbsa_code": "41980",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-02-08",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-04-14",
  "carried_forward": false,
  "raum_total": 532694447.0,
  "raum_discretionary": 177669672.0,
  "raum_non_discretionary": 355024775.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 25,
  "advisory_employees": 18,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 133463566.0,
      "count": 10,
      "description": "CREDIT UNIONS, TRUST & OTHER"
    },
    "charitable": {
      "raum": 152056263.0,
      "count": 34
    },
    "individuals": {
      "raum": 15236409.0,
      "count": 40
    },
    "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": 111973578.0,
      "count": 4,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 82441856.0,
      "count": 46
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 37522775.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CT",
    "DC",
    "FL",
    "GA",
    "NJ",
    "NY",
    "PR",
    "TX",
    "WY"
  ],
  "websites": [
    "https://consultiva.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111846",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "SAN JUAN",
  "url": "https://advisorcensus.com/firm/consultiva-wealth-management-corp-san-juan-pr-111846",
  "display_name": "Consultiva Wealth Management, Corp.",
  "summary": "Consultiva Wealth Management, Corp. is an SEC-registered investment advisory firm in San Juan, PR, registered since 2000, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 14, 2026.",
  "citation": "AdvisorCensus. Consultiva Wealth Management, Corp. (CRD 111846): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Consultiva Wealth Management, Corp. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Consultiva Wealth Management, Corp. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Consultiva Wealth Management, Corp. located?",
      "a": "Consultiva Wealth Management, Corp.'s principal office is in San Juan, PR, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Consultiva Wealth Management, Corp. registered with the SEC or a state?",
      "a": "Consultiva Wealth Management, Corp. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111846."
    },
    {
      "q": "How much does Consultiva Wealth Management, Corp. manage?",
      "a": "Consultiva Wealth Management, Corp. reports $532,694,447 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (33% discretionary)."
    },
    {
      "q": "How have Consultiva Wealth Management, Corp.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Consultiva Wealth Management, Corp.: Regulatory assets under management: $1,622,173,570 in the October 2021 data and $532,694,447 in the October 2026 data, down 67%. Total employees: 24 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Consultiva Wealth Management, Corp. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (40); charitable organizations (34)."
    },
    {
      "q": "Which custodians does Consultiva Wealth Management, Corp. use?",
      "a": "Consultiva Wealth Management, Corp.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banco Popular de Puerto Rico and Huntleigh Securities Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Consultiva Wealth Management, Corp. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). 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/111846"
    },
    {
      "q": "What changed in Consultiva Wealth Management, Corp.'s recent Form ADV filings?",
      "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1622173570.0,
      "total_employees": 24,
      "filing_date": "2021-04-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 550760284.0,
      "total_employees": 20,
      "filing_date": "2022-07-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 452823634.0,
      "total_employees": 23,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 466303537.0,
      "total_employees": 27,
      "filing_date": "2024-04-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 429665565.0,
      "total_employees": 24,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 532694447.0,
      "total_employees": 25,
      "filing_date": "2026-04-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Savile Capital Management LLC DBA.",
        "No longer lists the business name Savile Capital Group LLC DBA.",
        "Added the business name Savile Capital Group DBA.",
        "Employees performing advisory functions went from 17 to 18.",
        "Regulatory assets under management went from $429,665,565 to $532,694,447 (+24%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Banco Popular de Puerto Rico",
      "name_as_filed": "BANCO POPULAR DE PUERTO RICO",
      "affiliated": false
    },
    {
      "name": "Huntleigh Securities Corporation",
      "name_as_filed": "HUNTLEIGH SECURITIES CORPORATION",
      "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/consultiva-wealth-management-corp-san-juan-pr-111846.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 15236409.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 46,
      "fewer_than_5": false,
      "raum": 82441856.0
    },
    {
      "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": 4,
      "fewer_than_5": true,
      "raum": 111973578.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 34,
      "fewer_than_5": false,
      "raum": 152056263.0
    },
    {
      "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": 3,
      "fewer_than_5": true,
      "raum": 37522775.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 10,
      "fewer_than_5": false,
      "raum": 133463566.0
    }
  ],
  "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/111846",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}