CONSULTIVA WEALTH MANAGEMENT, CORP.

American International Plaza
250 Ave. MuÃOz Rivera, Suite 1420
San Juan, Puerto Rico 00918
Tel: 787-763-5868

About CONSULTIVA WEALTH MANAGEMENT, CORP.

CONSULTIVA WEALTH MANAGEMENT, CORP, formally registered with the SEC as CONSULTIVA WEALTH MANAGEMENT, CORP. The firm was established in 02/08/2000. They have over 2 offices throughout the country.

CONSULTIVA WEALTH MANAGEMENT, CORP. is a San Juan, Puerto Rico based Financial Planning firm with nearly $466,303,537 assets under management, offering retirement planning & investment advisory services to 143 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111846
SEC#	801-57175
Assets Managed by Firm	$466,303,537
No. of Clients	143
No. of Advisors	27

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (PROVIDE PERIODIC PERFORMANCE REPORTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	143	$466,303,537
Individuals (other than high net worth individuals)	49	$12,692,795
High net worth individuals	44	$76,047,368
Pension and profit sharing plans	4	$169,368,698
Charitable organizations	27	$107,631,752
Corporations or other businesses	3	$30,954,464

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