LZ
Leonardo Zepeda-gutierrez
CONSULTIVA WEALTH MANAGEMENT,
Miami, FL 33131
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CRD#: 7986683
LZ
Professional summary
Leonardo Zepeda-gutierrez is a registered financial advisor currently at CONSULTIVA WEALTH MANAGEMENT, CORP. located in Miami, Florida.
Leonardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Leonardo has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
*Kent Worldwide LTD - not investment related - Data Science Firm - United Kingdom - Managing Partner - Since 2020 - approx. 25 hrs. per month - Focus on Sales, administration and programming. *Venture Finance Services de Mexico - not investment related - Foreign Investment Consulting Firm - Mexico - Managing Partner - Since 2012 - approx. 4 hrs. per month - Sales, administration and advisory. *Pegaso Investments LLC - not investment related - Commercial real estate investment advisory firm - Texas USA - Economist - Since 8/1/2023 - approx. 8 hrs. per month - Apply economic & statistical analysis for investment decisions. *Independant Financial and Analytical Adviser for foreign individuals and small firms - investment related - Adviser - Since 2023 - approx. 24 hrs. per month - provide advice related to macroeconomic trends.
CRS (Client Relationship Summary) - RIA
Click below to view Leonardo Zepeda-gutierrez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 22, 2025 - Present
CONSULTIVA WEALTH MANAGEMENT, CORP.
Office #1: 1200 Brickell Ave Suite 250, Miami, FL 33131RIA
CRD#: 111846
Miami, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CONSULTIVA WEALTH MANAGEMENT, CORP.
CONSULTIVA INTERNACIONAL INC | WHOLLY-OWNED SUBSIDIARY, CONSULTIVA SECURITIES,INC. | SAVILE CAPITAL MANAGEMENT LLC DBA | SAVILE CAPITAL GROUP LLC DBA | CONSULTIVA WEALTH MANAGEMENT, CORP. | CONSULTIVA INTERNACIONAL, INC.
CRD#: 111846 / SEC#: 801-57175
RIA
Registered Investment Advisory firm - (2/8/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(5/22/2025)
Current Firm
CW
CONSULTIVA WEALTH MANAGEMENT, CORP.
CONSULTIVA INTERNACIONAL INC | WHOLLY-OWNED SUBSIDIARY, CONSULTIVA SECURITIES,INC. | SAVILE CAPITAL MANAGEMENT LLC DBA | SAVILE CAPITAL GROUP LLC DBA | CONSULTIVA WEALTH MANAGEMENT, CORP. | CONSULTIVA INTERNACIONAL, INC.
CRD#: 111846 / SEC#: 801-57175
RIA
Registered Investment Advisory firm - (2/8/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918
Mailing Address
Phone number
(787) 763-5868
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 139 |
| AUM (Assets Under Management) | $ 429,665,565 |
Red Flags
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Company Information
CONSULTIVA WEALTH MANAGEMENT, CORP.
CRD#: 111846Miami, FL 33131TRUST BUT VERIFY
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