Miami, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
BBVA Global Wealth Advisors, Inc.
Multi-team
Firm-wide stats for BBVA Global Wealth Advisors, Inc.
About
BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high‑net‑worth clients, businesses, and family offices through a network of Financial Advisors. Services include portfolio advisory, a wrap fee program, and access to model portfolios and third‑party investment models, with scope and fees documented in individual client agreements.
The firm constructs investor risk profiles and maps those profiles to GWA Investment Guides, combining strategic and tactical asset allocation informed by BBVA S.A.’s fund research and third‑party resources. Portfolios rely on a mix of mutual funds, ETFs, UCITS, structured products, and individual securities, with periodic reviews, rebalancing, and suitability assessments conducted at least annually.
GWA is a non‑bank, wholly owned subsidiary of BBVA S.A., and the brochure discloses that it may recommend structured notes issued, underwritten, or guaranteed by BBVA affiliates (including BBVA S.A. N.Y. Branch and BBVA Securities Inc.), with described conflict‑mitigation procedures and use of affiliated fund research. Notably, the firm reported no discretionary assets and approximately $1,293,330,562 in non‑discretionary assets under management as of December 31, 2025, and it routinely includes non‑U.S. products (such as UCITS) and parent‑group resources that can support international exposures.
Based on BBVA Global Wealth Advisors, Inc.
Location
501 Brickell Key Drive, Suite 601
Miami FL 33131
Advisors at this office
43
Advisors at this office
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