CRD: 327326
Bbva Global Wealth Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2023
- Office Locations
- 3
Office Locations
About Bbva Global Wealth Advisors, Inc.
BBVA Global Wealth Advisors is an SEC-registered RIA and a wholly owned subsidiary of BBVA S.A., providing U.S.-based wealth management for international clients, especially Latin America. The team designs goal-based asset allocation, implements suitable investment vehicles, and provides ongoing portfolio reviews, risk monitoring, and personalized reporting, supported by client technology and access via the Pershing platform.
Reported data analysis
What the numbers show
Between November 26, 2025 and September 15, 2026, reported AUM increased 12.9%, from $1.2B to $1.4B.
Across 3 reported observations, AUM increased 242.0% between October 16, 2024 and September 15, 2026, from $399.0M to $1.4B.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 39 advisory representatives and 792 clients, or 20.3 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 3 reported office locations and 2 years in operation. The source data was last updated on September 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
CATALINA MARIA CADAVID
CHIEF OPERATING OFFICER
- CRD
- #4261425
- Ownership
- Less than 5%
DULCE MARIA GALINDO GNIBUS
Chief Compliance Officer
- CRD
- #5172187
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Bernardo Jose Amado De Romana
--
- CRD
- #8326229
Juan Carlos Baca
--
- CRD
- #6847126
Showing 2 of 55 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,364,604,282 | $1,722,985 |
| Total | $1,364,604,282 | $1,722,985 |
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Separately Managed Accounts
SMA allocation detail is available
Bbva Global Wealth Advisors, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.