# CONSULTIVA WEALTH MANAGEMENT, CORP.

CONSULTIVA WEALTH MANAGEMENT, CORP. of SAN JUAN, PR is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 111846
- Type: SEC-registered investment adviser
- SEC file number: 801-57175
- Location: AMERICAN INTERNATIONAL PLAZA, 250 AVE. MU?OZ RIVERA, SUITE 1420, SAN JUAN, PR, 00918
- Phone: 787-763-5868
- Latest filing: 2026-04-14
- Regulatory AUM: $532.7M
- Discretionary AUM: $177.7M
- Non-discretionary AUM: $355.0M
- Clients: 25
- Accounts: 137

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| David Allan Wasitowski | MANAGING PARTNER; TRUSTEE | New York, NY |
| Luis Alfonso Marino | CHIEF EXECUTIVE OFFICER AND MANAGING PARTNER; MEMBER | — |
| Diana Torres Rivera | CHIEF COMPLIANCE OFFICER | — |
| RIVERA MYRNA MILAGROS | CEO & PRESIDENT; CHAIRMAN; CHAIRMAN, CEO (+1 more) | — |
| SERRALLES PEDRO JUAN | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| GARZA EDMUNDO JAVIER | CEO & PRESIDENT; EXECUTIVE VICE PRESIDENT; PRESIDENT, CEO & DIRECTOR, FINOP, SLS MANAGER, MUNI PRINCIPAL (+5 more) | — |
| MARINO LUIS ALFONSO | CHIEF EXECUTIVE OFFICER AND MANAGING PARTNER; MEMBER | — |
| WASITOWSKI DAVID ALLAN | MANAGING PARTNER | — |
| DAVILA EVANGELINE MARIA | CHIEF RESEARCH AND INVESTMENT MANAGER; CHIEF RESEARCH AND INVESTMENT OFFICER; SENIOR INVESTMENT ANALYST (+1 more) | — |
| LATIMERJANER GERARDO JOSE | CHIEF COMPLIANCE OFFICER, AML CO | — |
| PAGAN-MATOS ALBERTO | EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER | — |
| LARRAGOITY AMARILIS | CHIEF COMPLIANCE OFFICER | — |
| TORRES RIVERA DIANA | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; MANAGING DIRECTOR OF ADMINISTRATION | — |
| VAZQUEZ SONIA | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2012-08-03 | regulatory | ALLEGED VIOLATIONS OF CERTAIN COMPLIANCE PROGRAM AND CODE OF ETHICS PROVISIONS OF THE INVESTMENT ADVISERS ACT OF 1940, AND RULES THEREUNDER. | Final | $35K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MIAMI | FL | 1 | 787-763-5868 |
| SHERIDAN | WY | 0 | 307-655-1008 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111846/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111846/similar
- Related entities: https://search.stillhousedata.com/firm/111846/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111846

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.