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Evangeline Maria Davila

Investment adviser representative at Consultiva Wealth Management, Corp.
26 yearsExperience
2 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

26 years in the industry.

  1. Consultiva Wealth Management, Corp.Feb 2000 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
4417562
Firm CRD
111846
Advisor's SEC record (opens in a new tab)
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