BBVA Global Wealth Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
BBVA Global Wealth Advisors reports 792 clients. They include 582 high-net-worth individuals, 101 corporations and other businesses, and 78 individual clients. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $1.36B across 792 accounts are not. A wrap fee program the firm both sponsors and manages holds $25.3M. Of its clients, 96% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 10% | 3% |
| High-net-worth individuals | 73% | 67% |
| Corporations and other businesses | 13% | 23% |
| Other | 4% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 78 | $34.3M | 2.5% | $440K |
| High-net-worth individuals | 582 | $911M | 66.7% | $1.56M |
| Corporations and other businesses | 101 | $319M | 23.4% | $3.16M |
| Other | 31 | $101M | 7.4% | $3.25M |
| Total | 792 | $1.36B | 100% | $1.72M |
- Clients
- 78
- Regulatory AUM
- $34.3M
- AUM share
- 2.5%
- Avg. per client
- $440K
- Clients
- 582
- Regulatory AUM
- $911M
- AUM share
- 66.7%
- Avg. per client
- $1.56M
- Clients
- 101
- Regulatory AUM
- $319M
- AUM share
- 23.4%
- Avg. per client
- $3.16M
- Clients
- 31
- Regulatory AUM
- $101M
- AUM share
- 7.4%
- Avg. per client
- $3.25M
Total
- Clients
- 792
- Regulatory AUM
- $1.36B
- AUM share
- 100%
- Avg. per client
- $1.72M
- Clients outside the U.S.
- 96%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
BBVA Global Wealth Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Bbva Usd Investments, S.a owns 75% or more of BBVA Global Wealth Advisors and is in turn owned by Banco Bilbao Vizcaya Argentaria, S.a. (75% or more). Humberto Garcia De Alba Carrillo is CEO; the leadership team includes Chief Investment Officer Victor Pina Pinero, Chief Operating Officer Catalina Cadavid and Chief Compliance Officer Dulce Galindo Gnibus. It has 84 employees, 39 of them in advisory roles.
Leadership
- Humberto Garcia De Alba CarrilloChief Executive Officer
- Catalina CadavidChief Operating Officer
- Dulce Galindo GnibusChief Compliance Officer
- William Graham Jr.General Counsel
- Isabel Perez FernandezHead of Finance
- Victor Pina PineroChief Investment Officer
- Alejandro TrejoCommercial Head
Investment adviser representatives
52 representatives listed in the SEC register as of 9 October 2026.
- Bernardo Jose Amado De Romana
- Juan Carlos Baca
- Enmanuel David Benavides Rodriguez
- Laura Bertran de la Torre
- Sara Fernanda Bolanos
- Catalina Maria Cadavid
- Jose Miguel Diaz-Ceballos Mercado
- Daniel Dragone
- Ceciel Joers Edgar
- Roberta Fernandes
- Humberto Garcia De Alba Carrillo
- Marisol Garcia De la Cruz
- Marcela Maria Goldenberg
- Gaston Ernesto Guerrero
- Luis Leonel Guerrero
- Noe Ortiz Hernandez
- Matteo Hernandez-Sada
- Jose Carlos Justo Delgado
- Andres Kovacs
- Diego Laiz Moyano
- Jose A Lau
- Juan Guillermo Lenis
- Daniel Simon Lizaso Trejo
- Oscar Mancineiras
- Maria Camila Mantilla Gomez
- Paulo Andres Martinez Cleves
- Jose Andres Martinez Mendoza
- Claudio Javier Messa Sanabria
- Rodrigo Ignacio Morales Aramburu
- Ma Esther Palacios De Hernandez
- Adrian Perez de Vargas Munoz
- Andres Pilliod
- Victor Pina Pinero
- Karen Mercedes Quijano Morales
- Cynthia Guadalupe Ramirez Figueroa
- Jose Maria Restrepo A
- Rodrigo Reyes de la Luz
- Michael Ricciardi
- Andres Ricketts Canepa
- Jorge Luis Rivas Padilla
- Fredy Jeen Rizo
- Gustavo Rodriguez
- Jessica Estela Rodriguez
- Carlos Ruano Morales
- David Sakr
- Mauricio Serpa
- Karla Paulina Solorzano Valencia
- Alejandro Trejo
- Augusto Hector Tricotti
- Juan Pedro Umbert
- Luis Alfredo Valenzuela Cassani
- Javier Villanueva
Staff
- 84 employees
- 39 in advisory functions
- 50 state-registered reps
- 12 insurance agents
- 4 soliciting firms
- Owns 75% or more of Bbva Global Wealth Advisors, Inc.
Bbva Usd Investments, S.a
Control person · since June 2025
- Owns 75% or more of Bbva Usd Investments, S.a
Banco Bilbao Vizcaya Argentaria, S.a.
Control person · since June 2025
BBVA Global Wealth Advisors’ regulatory assets grew 12.3× from $111M (July 2024) to $1.36B (September 2026); clients rose from 37 to 792 and employees from 30 to 84.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.36B | 792 | 84 | 3 |
| June 2025 | $524M | 403 | 57 | 3 |
| July 2024 | $111M | 37 | 30 | 10 |
Besides its headquarters, BBVA Global Wealth Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Florida and Texas.
Florida · 1 listed address
- 501 Brickell Key Drive, Suite 601, MiamiHQ
Texas · 1 listed address
- 1980 Post Oak BLVD, Houston
Contact and registration details
- Legal name
- Bbva Global Wealth Advisors, Inc.
- Headquarters
- 501 Brickell Key Drive, Suite 601, Miami, FL 33131
- Website
- bbvaglobalwealthadvisors.com
- Phone
- 305-205-7752
- @bbva-global-wealth-advisors-1
- SEC file
- 801-129582
- Structure
- Delaware corporation
- Fiscal year end
- December
BBVA Global Wealth Advisors uses Pershing ($1.29B) as custodian for its separately managed accounts. BBVA Global Wealth Advisors does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $1.29B100%
At year end, BBVA Global Wealth Advisors’ separately managed accounts were mostly in stocks (77%) and bonds (11%).
What the accounts hold
- Stocks77%
- Bonds11%
- Sovereign bonds4%
- U.S. government and agency bonds3%
- Investment grade corporate bonds3%
- High-yield corporate bonds1%
- Cash10%
- Other1%
- (xii) structured notes1%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does BBVA Global Wealth Advisors have?
BBVA Global Wealth Advisors has 792 clients and manages $1.36 billion for them, as of September 2026. They include 582 high-net-worth individuals, 101 corporations and other businesses, and 78 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does BBVA Global Wealth Advisors offer?
BBVA Global Wealth Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does BBVA Global Wealth Advisors use?
BBVA Global Wealth Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $1.29B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does BBVA Global Wealth Advisors have?
BBVA Global Wealth Advisors has 50 investment adviser representatives registered with state securities authorities, out of 84 employees, and 39 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BBVA Global Wealth Advisors invest in?
At the end of its last fiscal year, BBVA Global Wealth Advisors’ separately managed accounts held 77% exchange-traded equities, 10% cash and equivalents, 4% sovereign bonds, 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 1% high-yield corporate bonds and 1% other. The 1% other category is described as: (Xii) Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BBVA Global Wealth Advisors?
BBVA Global Wealth Advisors is owned through a holding company by Banco Bilbao Vizcaya Argentaria, S.a. Its direct owner is Bbva Usd Investments, S.a (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does BBVA Global Wealth Advisors get paid?
BBVA Global Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is BBVA Global Wealth Advisors registered with the SEC?
Yes, BBVA Global Wealth Advisors has been registered with the SEC as an investment adviser since 26 February 2024. Its CRD number is 327326 and its SEC file number is 801-129582.
Source: Form ADV Part 1A, Item 1, filed 15 September 2026; IAPD firm record
How do I contact BBVA Global Wealth Advisors?
BBVA Global Wealth Advisors’ main office is at 501 Brickell Key Drive, Suite 601, Miami, FL 33131. Its phone number is 305-205-7752. Its website is bbvaglobalwealthadvisors.com.