Chief Executive Officer and Managing Partner · Consultiva Wealth Management, Corp.
Luis A. Marino
CRD 1426723 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Consultiva Wealth Management, Corp., an SEC-registered broker-dealer firm based in SAN Juan, PR with $533 million in regulatory assets, lists Luis A. Marino on its Form ADV as Chief Executive Officer and Managing Partner, a control person. The SEC filings also name Luis at 2 other registered advisers.
Firms and roles
- Consultiva Wealth Management, Corp.Chief Executive Officer and Managing PartnerBroker-dealer firm · SAN Juan, PR · $533M in regulatory assets
- Savile Capital Management LLCChief Executive Officer & Managing PartnerAsset manager · SAN Juan, PR · $0M in regulatory assets
- Savile Private Wealth LLCChief Executive Officer & Managing PartnerAsset manager · SAN Juan, PR · $0M in regulatory assets
AtlasMembers
Luis’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Diana Torres RiveraChief Compliance Officer, Consultiva Wealth Management, Corp.
- David A. WasitowskiManaging Partner, Consultiva Wealth Management, Corp.
- Jeffrey S. WallackSenior Managing Director, Savile Capital Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Luis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.