BBVA GLOBAL WEALTH ADVISORS, INC.
SEC RegisteredThe Future, Our Best Investment
About the firm
BBVA Global Wealth Advisors, Inc. is an SEC-registered investment adviser headquartered in Miami, Florida. Established in 2024, the firm combines the institutional strength of a global banking leader with the agility of a boutique advisory firm. It operates under a non-discretionary management model, providing research, strategic advice, and market insights while clients maintain total control over their portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers a sophisticated service model built on four strategic components: Investment, Transactional, Financial Advisor, and Wealth Planning. It provides tailored investment solutions focused on long-term financial well-being and capital preservation, as well as non-financial solutions including exclusive lifestyle experiences in areas such as Business Families & Next Generation, Premium Health & Wellness, and Art, Culture, & Sports.
Who they serve
International clients, with specialized diagnostics available for Ultra-High-Net-Worth (UHN) clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 78 | $34M |
| High Net Worth Individuals | 582 | $911M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
49 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Non-Discretionary $0-$1M | 2.00% |
| Non-Discretionary $1M-$7.5M | 1.50% |
| Non-Discretionary $7.5M+ | 0.90% |
| Discretionary $0-$1M | 2.30% |
| Discretionary $1M-$7.5M | 1.80% |
| Discretionary $7.5M+ | 1.20% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BBVA GLOBAL WEALTH ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.