Bbva Global Wealth Advisors, Inc.

Overview

Bbva Global Wealth Advisors, Inc. is a corporation registered with the SEC in 2024 and classified as a non‑independent retail RIA. Ownership is listed as a mix of a foreign entity and an individual. The firm serves both individual and family clients as well as institutional clients, charging fees on a percentage‑of‑AUM basis. Its stated advisory activities focus on portfolio management for individuals/small businesses and for businesses or institutions. The firm is not identified as an active ESG investor and is not listed as a capital allocator or a related adviser. The firm maintains a range of industry affiliations tied to banking and capital markets infrastructure, including broker‑dealer relationships, other investment adviser roles, swap‑dealer designations, banking/thrift institution links, insurance company connections, and positions as sponsor/GP/managing member of pooled vehicles. Those affiliations suggest integration with broader banking and custody networks rather than operating solely as an independent investment boutique.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices