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
17
Active participants
2,075
Total plan assets
$26.5M
Filings (rows)
17
Direct comp
$115K
Indirect comp
$2K
Aggregating 2 name variants under "CONSULTIVA WEALTH"
SERVICES PROVIDED
Advisor / Consultant15
Other2
Top plans served
All 17 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CABRERA, INC. CABRERA RETIREMENT PLAN | ARECIBO, PR | Other OTHER | 227 | $4.0M | $1K |
| COOPERATIVA DE AHORRO Y CREDITO DE BARRANQUITAS COOPERATIVA DE AHORRO Y CREDITO DE BARRANQUITAS SALARY DEFERRAL RETIREMENT PLAN | BARRANQUITAS, PR | Advisor / Consultant INVESTMENT ADVISOR | 130 | $3.7M | $21K |
| COOPERATIVA DE AHORRO Y CREDITO DE BARRANQUITAS COOPERATIVA DE AHORRO Y CREDITO DE BARRANQUITAS SALARY DEFERRAL RETIREMENT PLAN | BARRANQUITAS, PR | Other OTHER | 126 | $3.7M | $2K |
| CABRERA, INC. CABRERA RETIREMENT PLAN | ARECIBO, PR | Advisor / Consultant INVESTMENT ADVISOR | 273 | $3.4M | $12K |
| PUERTO RICO SCIENCE TECHNOLOGY AND RESEACH TRUST PUERTO RICO SCIENCE TECHNOLOGY AND RESEARCH TRUST RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 269 | $3.3M | $14K |
| CABRERA, INC. CABRERA RETIREMENT PLAN | ARECIBO, PR | Advisor / Consultant INVESTMENT ADVISOR | 237 | $2.8M | $12K |
| PUERTO RICO SCIENCE TECHNOLOGY AND RESEACH TRUST PUERTO RICO SCIENCE TECHNOLOGY AND RESEARCH TRUST RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 200 | $2.3M | $9K |
| HOSPITAL COMUNITARIO BUEN SAMARITANO, INC. HOSPITAL BUEN SAMARITANO RETIREMENT PLAN | AGUADILLA, PR | Advisor / Consultant INVESTMENT ADVISOR | 263 | $1.8M | $898 |
| PUERTO RICO SCIENCE TECHNOLOGY AND RESEACH TRUST PUERTO RICO SCIENCE TECHNOLOGY AND RESEARCH TRUST RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 155 | $1.4M | $7K |
| CONSULTIVA WEALTH MANAGEMENT CORP CONSULTIVA WEALTH MANAGEMENT RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 13 | — | $2K |
| COLEGIO SAGRADO CORAZON DE UNIVERSITY GARDENS INC COLEGIO SAGRADO CORAZON DE JESUS RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 51 | — | $2K |
| CONSULTIVA WEALTH MANAGEMENT CORP CONSULTIVA WEALTH MANAGEMENT RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 12 | — | $2K |
| CONSULTIVA WEALTH MANAGEMENT CORP CONSULTIVA WEALTH MANAGEMENT RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 13 | — | — |
| PUERTO RICO MANUFACTURERS ASSCIATION PUERTO RICO MANUFACTURERS ASSOCIATION RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT MANAGEMENT | 6 | — | $4K |
| FAR PROPERTIES INC FAR PROPERTIES AND ASSOCIATED COMPANIES 401(K) PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT MANAGER | 14 | — | $11K |
| COLEGIO SAGRADO CORAZON DE UNIVERSITY GARDENS INC . COLEGIO SAGRADO CORAZON DE JESUS RETIREMENT PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT ADVISOR | 70 | — | $2K |
| FAR PROPERTIES INC FAR PROPERTIES AND ASSOCIATED COMPANIES 401(K) PLAN | SAN JUAN, PR | Advisor / Consultant INVESTMENT MANAGER | 16 | — | $14K |