BBVA GLOBAL WEALTH ADVISORS, INC.

Overview

Bbva Global Wealth Advisors, Inc. is a corporate wealth advisory practice that registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory mandates focus on portfolio management for individuals and small businesses and on portfolio management for businesses or institutions. The firm is not identified as an active ESG investor and is listed as a non–capital allocator, indicating its role is portfolio management rather than direct principal investing. Regulatory and industry relationships are broad: the firm is affiliated with broker-dealer, banking/thrift, insurance, and pension consulting activities, and is noted as a sponsor or general partner of pooled investment vehicles and as a registered security-based swap participant in related filings. Ownership is described as a mix of a foreign entity and individual ownership.

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Public Holdings

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Location & Offices