Jose Felipe Montes
Investment adviser representative at Consultiva Wealth Management, Corp.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Consultiva Wealth Management, Corp.May 2025 to now
- Savile Capital Group LLCMay 2024 to now
- Full Time StudentJul 2022 to Apr 2024
- ScotiabankMar 2019 to Jun 2022
- VitamejorJun 2016 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8104106
- Firm CRD
- 111846