Iris Sanguinetti
Investment adviser representative at Consultiva Wealth Management, Corp.
13 yearsExperience
3 statesRegistered in
$532.7MFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Trade Bridge Capital LLCDec 2022 to now
- Consultiva Wealth Management, Corp.Jul 2022 to now
- Ucap Asset ManagementApr 2019 to Jun 2022
- Ucap Securities LLCApr 2019 to Jun 2022
- Insight Securities, Inc.Apr 2013 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, PR).
Consultiva Wealth Management, Corp.
$532.7MAssets managed
137Clients
11Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4356882
- Firm CRD
- 111846