Jose F. Montes

CONSULTIVA WEALTH MANAGEMENT

BOGOTA, 110111

CRD#: 8104106

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Professional summary

Jose Felipe Montes is a registered financial advisor currently at CONSULTIVA WEALTH MANAGEMENT, CORP. .

Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jose has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Felipe Montes's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 12, 2025 - Present

CONSULTIVA WEALTH MANAGEMENT, CORP.

Office #1: Calle 79b #5-81, Bogota 110111

RIA

CRD#: 111846

BOGOTA,

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".

CONSULTIVA WEALTH MANAGEMENT, CORP.

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

Puerto Rico
(9/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/2025

Uniform Investment Adviser Law Examination

Current Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

CRD#: 111846 / SEC#: 801-57175

RIA

Registered Investment Advisory firm - (2/8/2000 Approved)

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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

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 CWM FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	139
AUM (Assets Under Management)	$ 429,665,565

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jose F. Montes

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Felipe Montes's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSULTIVA WEALTH MANAGEMENT, CORP.

Primary Firm SEC Registration

CONSULTIVA WEALTH MANAGEMENT, CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/2025

Current Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONSULTIVA WEALTH MANAGEMENT, CORP.

TRUST BUT VERIFY

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