Consultiva Wealth

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,104

Total plan assets

$26.5M

Filings (rows)

Direct comp

$134K

Indirect comp

$2K

Aggregating 2 name variants under "CONSULTIVA WEALTH"

Click a variant to view it alone

CONSULTIVA WEALTH MANAGEMENT17 CONSULTIVA WEALTH MANAGEMENT GROUP2

SERVICES PROVIDED

Advisor / Consultant17

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Cabrera, Inc. Cabrera Retirement Plan · all filings	ARECIBO, PR	Other service providers	227	$4.0M	$1K	$0
Cooperativa de Ahorro Y Credito de Barranquitas Cooperativa de Ahorro Y Credito de Barranquitas Salary Deferral Retirement Plan · all filings	BARRANQUITAS, PR	Advisor / Consultant	130	$3.7M	$21K	$0
Cooperativa de Ahorro Y Credito de Barranquitas Cooperativa de Ahorro Y Credito de Barranquitas Salary Deferral Retirement Plan · all filings	BARRANQUITAS, PR	Other service providers	126	$3.7M	$2K	$0
Cabrera, Inc. Cabrera Retirement Plan · all filings	ARECIBO, PR	Advisor / Consultant	273	$3.4M	$12K	$0
Puerto Rico Science Technology and Reseach Trust Puerto Rico Science Technology and Research Trust Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	269	$3.3M	$14K	$0
Cabrera, Inc. Cabrera Retirement Plan · all filings	ARECIBO, PR	Advisor / Consultant	237	$2.8M	$12K	$0
Puerto Rico Science Technology and Reseach Trust Puerto Rico Science Technology and Research Trust Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	200	$2.3M	$9K	$0
Hospital Comunitario BUEN Samaritano, Inc. Hospital BUEN Samaritano Retirement Plan · all filings	AGUADILLA, PR	Advisor / Consultant	263	$1.8M	$898	$2K
Puerto Rico Science Technology and Reseach Trust Puerto Rico Science Technology and Research Trust Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	155	$1.4M	$7K	$0
Puerto Rico Manufacturers Assciation Puerto Rico Manufacturers Association Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	6	—	$4K	$0
FAR Properties Inc. FAR Properties and Associated Companies 401(k) Plan · all filings	SAN JUAN, PR	Advisor / Consultant	17	—	$16K	$0
Consultiva Wealth Management Corp. Consultiva Wealth Management Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	13	—	$0	$0
Consultiva Wealth Management Corp. Consultiva Wealth Management Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	12	—	$2K	$0
FAR Properties Inc. FAR Properties and Associated Companies 401(k) Plan · all filings	SAN JUAN, PR	Advisor / Consultant	16	—	$14K	$0
Consultiva Wealth Management Corp. Consultiva Wealth Management Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	13	—	$2K	$0
Consultiva Wealth Management Corp. Consultiva Wealth Management Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	12	—	$3K	$0
FAR Properties Inc. FAR Properties and Associated Companies 401(k) Plan · all filings	SAN JUAN, PR	Advisor / Consultant	14	—	$11K	$0
Colegio Sagrado Corazon de University Gardens Inc. . Colegio Sagrado Corazon de Jesus Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	70	—	$2K	$0
Colegio Sagrado Corazon de University Gardens Inc. Colegio Sagrado Corazon de Jesus Retirement Plan · all filings	SAN JUAN, PR	Advisor / Consultant	51	—	$2K	$0