Civic Intelligence

Consultiva Wealth Management Corp

Plan context: Consultiva Wealth Management Retirement Plan

EIN 66-0569863 • San Juan, PR • 25 filings • 2 plans

250 Ave Munoz Rivera Suite 1420American International PlazaSan Juan, PR 00918
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,297,123

2025 Contributions

$66,132

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,297,123$648,562$0200120142025YearValue
$1,297,123Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1790200120132025YearValue
12Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025112$1,297,123$66,132$5,511iApproximate average salary by contribution assumption: employee only about $137,775 at 4% or $91,850 at 6%; with 50% employer match about $91,850 at 4% or $61,233 at 6%; with 100% employer match about $68,888 at 4% or $45,925 at 6%.
Consultiva Wealth Management Retirement Plan-12$1,297,123$66,132$5,511iApproximate average salary by contribution assumption: employee only about $137,775 at 4% or $91,850 at 6%; with 50% employer match about $91,850 at 4% or $61,233 at 6%; with 100% employer match about $68,888 at 4% or $45,925 at 6%.
2024112$1,108,941$64,440$5,370iApproximate average salary by contribution assumption: employee only about $134,250 at 4% or $89,500 at 6%; with 50% employer match about $89,500 at 4% or $59,667 at 6%; with 100% employer match about $67,125 at 4% or $44,750 at 6%.
Consultiva Wealth Management Retirement Plan-12$1,108,941$64,440$5,370iApproximate average salary by contribution assumption: employee only about $134,250 at 4% or $89,500 at 6%; with 50% employer match about $89,500 at 4% or $59,667 at 6%; with 100% employer match about $67,125 at 4% or $44,750 at 6%.
2023113$921,757$56,576$4,352iApproximate average salary by contribution assumption: employee only about $108,800 at 4% or $72,533 at 6%; with 50% employer match about $72,533 at 4% or $48,356 at 6%; with 100% employer match about $54,400 at 4% or $36,267 at 6%.
Consultiva Wealth Management Retirement Plan-13$921,757$56,576$4,352iApproximate average salary by contribution assumption: employee only about $108,800 at 4% or $72,533 at 6%; with 50% employer match about $72,533 at 4% or $48,356 at 6%; with 100% employer match about $54,400 at 4% or $36,267 at 6%.
2022113$730,260$53,388$4,107iApproximate average salary by contribution assumption: employee only about $102,669 at 4% or $68,446 at 6%; with 50% employer match about $68,446 at 4% or $45,631 at 6%; with 100% employer match about $51,335 at 4% or $34,223 at 6%.
Consultiva Wealth Management Retirement Plan-13$730,260$53,388$4,107iApproximate average salary by contribution assumption: employee only about $102,669 at 4% or $68,446 at 6%; with 50% employer match about $68,446 at 4% or $45,631 at 6%; with 100% employer match about $51,335 at 4% or $34,223 at 6%.
2021113$930,382$57,029$4,387iApproximate average salary by contribution assumption: employee only about $109,671 at 4% or $73,114 at 6%; with 50% employer match about $73,114 at 4% or $48,743 at 6%; with 100% employer match about $54,836 at 4% or $36,557 at 6%.
Consultiva Wealth Management Retirement Plan-13$930,382$57,029$4,387iApproximate average salary by contribution assumption: employee only about $109,671 at 4% or $73,114 at 6%; with 50% employer match about $73,114 at 4% or $48,743 at 6%; with 100% employer match about $54,836 at 4% or $36,557 at 6%.
2020113$766,883$53,270$4,098iApproximate average salary by contribution assumption: employee only about $102,442 at 4% or $68,295 at 6%; with 50% employer match about $68,295 at 4% or $45,530 at 6%; with 100% employer match about $51,221 at 4% or $34,147 at 6%.
Consultiva Wealth Management Retirement Plan-13$766,883$53,270$4,098iApproximate average salary by contribution assumption: employee only about $102,442 at 4% or $68,295 at 6%; with 50% employer match about $68,295 at 4% or $45,530 at 6%; with 100% employer match about $51,221 at 4% or $34,147 at 6%.
2019114$655,926$51,710$3,694iApproximate average salary by contribution assumption: employee only about $92,339 at 4% or $61,560 at 6%; with 50% employer match about $61,560 at 4% or $41,040 at 6%; with 100% employer match about $46,170 at 4% or $30,780 at 6%.
Consultiva Wealth Management Retirement Plan-14$655,926$51,710$3,694iApproximate average salary by contribution assumption: employee only about $92,339 at 4% or $61,560 at 6%; with 50% employer match about $61,560 at 4% or $41,040 at 6%; with 100% employer match about $46,170 at 4% or $30,780 at 6%.
2018116$506,703$61,865$3,867iApproximate average salary by contribution assumption: employee only about $96,664 at 4% or $64,443 at 6%; with 50% employer match about $64,443 at 4% or $42,962 at 6%; with 100% employer match about $48,332 at 4% or $32,221 at 6%.
Consultiva Wealth Management Retirement Plan-16$506,703$61,865$3,867iApproximate average salary by contribution assumption: employee only about $96,664 at 4% or $64,443 at 6%; with 50% employer match about $64,443 at 4% or $42,962 at 6%; with 100% employer match about $48,332 at 4% or $32,221 at 6%.
2017117$627,782$49,402$2,906iApproximate average salary by contribution assumption: employee only about $72,650 at 4% or $48,433 at 6%; with 50% employer match about $48,433 at 4% or $32,289 at 6%; with 100% employer match about $36,325 at 4% or $24,217 at 6%.
Consultiva Wealth Management Retirement Plan-17$627,782$49,402$2,906iApproximate average salary by contribution assumption: employee only about $72,650 at 4% or $48,433 at 6%; with 50% employer match about $48,433 at 4% or $32,289 at 6%; with 100% employer match about $36,325 at 4% or $24,217 at 6%.
201610$988,586$49,066-
Consultiva Wealth Management Retirement Plan-0$988,586$49,066-
2015115$973,466$37,679$2,512iApproximate average salary by contribution assumption: employee only about $62,798 at 4% or $41,866 at 6%; with 50% employer match about $41,866 at 4% or $27,910 at 6%; with 100% employer match about $31,399 at 4% or $20,933 at 6%.
Consultiva Wealth Management Retirement Plan-15$973,466$37,679$2,512iApproximate average salary by contribution assumption: employee only about $62,798 at 4% or $41,866 at 6%; with 50% employer match about $41,866 at 4% or $27,910 at 6%; with 100% employer match about $31,399 at 4% or $20,933 at 6%.
2014113$963,561$36,278$2,791iApproximate average salary by contribution assumption: employee only about $69,765 at 4% or $46,510 at 6%; with 50% employer match about $46,510 at 4% or $31,007 at 6%; with 100% employer match about $34,883 at 4% or $23,255 at 6%.
Consultiva Wealth Management Retirement Plan-13$963,561$36,278$2,791iApproximate average salary by contribution assumption: employee only about $69,765 at 4% or $46,510 at 6%; with 50% employer match about $46,510 at 4% or $31,007 at 6%; with 100% employer match about $34,883 at 4% or $23,255 at 6%.
2013112$940,802$32,651$2,721iApproximate average salary by contribution assumption: employee only about $68,023 at 4% or $45,349 at 6%; with 50% employer match about $45,349 at 4% or $30,232 at 6%; with 100% employer match about $34,011 at 4% or $22,674 at 6%.
Consultiva Wealth Management Retirement Plan-12$940,802$32,651$2,721iApproximate average salary by contribution assumption: employee only about $68,023 at 4% or $45,349 at 6%; with 50% employer match about $45,349 at 4% or $30,232 at 6%; with 100% employer match about $34,011 at 4% or $22,674 at 6%.
2012112$795,979$27,233$2,269iApproximate average salary by contribution assumption: employee only about $56,735 at 4% or $37,824 at 6%; with 50% employer match about $37,824 at 4% or $25,216 at 6%; with 100% employer match about $28,368 at 4% or $18,912 at 6%.
Consultiva Wealth Management Retirement Plan-12$795,979$27,233$2,269iApproximate average salary by contribution assumption: employee only about $56,735 at 4% or $37,824 at 6%; with 50% employer match about $37,824 at 4% or $25,216 at 6%; with 100% employer match about $28,368 at 4% or $18,912 at 6%.
2011117$676,990$39,869$2,345iApproximate average salary by contribution assumption: employee only about $58,631 at 4% or $39,087 at 6%; with 50% employer match about $39,087 at 4% or $26,058 at 6%; with 100% employer match about $29,315 at 4% or $19,544 at 6%.
Consultiva Wealth Management Retirement Plan-17$676,990$39,869$2,345iApproximate average salary by contribution assumption: employee only about $58,631 at 4% or $39,087 at 6%; with 50% employer match about $39,087 at 4% or $26,058 at 6%; with 100% employer match about $29,315 at 4% or $19,544 at 6%.
2010117$696,839$29,457$1,733iApproximate average salary by contribution assumption: employee only about $43,319 at 4% or $28,879 at 6%; with 50% employer match about $28,879 at 4% or $19,253 at 6%; with 100% employer match about $21,660 at 4% or $14,440 at 6%.
Consultiva Wealth Management Retirement Plan-17$696,839$29,457$1,733iApproximate average salary by contribution assumption: employee only about $43,319 at 4% or $28,879 at 6%; with 50% employer match about $28,879 at 4% or $19,253 at 6%; with 100% employer match about $21,660 at 4% or $14,440 at 6%.
2009116$578,648$38,908$2,432iApproximate average salary by contribution assumption: employee only about $60,794 at 4% or $40,529 at 6%; with 50% employer match about $40,529 at 4% or $27,019 at 6%; with 100% employer match about $30,397 at 4% or $20,265 at 6%.
Consultiva Wealth Management Retirement Plan-16$578,648$38,908$2,432iApproximate average salary by contribution assumption: employee only about $60,794 at 4% or $40,529 at 6%; with 50% employer match about $40,529 at 4% or $27,019 at 6%; with 100% employer match about $30,397 at 4% or $20,265 at 6%.
2008116$454,896$44,994$2,812iApproximate average salary by contribution assumption: employee only about $70,303 at 4% or $46,869 at 6%; with 50% employer match about $46,869 at 4% or $31,246 at 6%; with 100% employer match about $35,152 at 4% or $23,434 at 6%.
Consultiva Wealth Management Retirement Plan-16$454,896$44,994$2,812iApproximate average salary by contribution assumption: employee only about $70,303 at 4% or $46,869 at 6%; with 50% employer match about $46,869 at 4% or $31,246 at 6%; with 100% employer match about $35,152 at 4% or $23,434 at 6%.
2007115$577,780$60,805$4,054iApproximate average salary by contribution assumption: employee only about $101,342 at 4% or $67,561 at 6%; with 50% employer match about $67,561 at 4% or $45,041 at 6%; with 100% employer match about $50,671 at 4% or $33,781 at 6%.
Consultiva Wealth Management Retirement Plan-15$577,780$60,805$4,054iApproximate average salary by contribution assumption: employee only about $101,342 at 4% or $67,561 at 6%; with 50% employer match about $67,561 at 4% or $45,041 at 6%; with 100% employer match about $50,671 at 4% or $33,781 at 6%.
2006113$498,872$64,254$4,943iApproximate average salary by contribution assumption: employee only about $123,565 at 4% or $82,377 at 6%; with 50% employer match about $82,377 at 4% or $54,918 at 6%; with 100% employer match about $61,783 at 4% or $41,188 at 6%.
Consultiva Wealth Management Retirement Plan-13$498,872$64,254$4,943iApproximate average salary by contribution assumption: employee only about $123,565 at 4% or $82,377 at 6%; with 50% employer match about $82,377 at 4% or $54,918 at 6%; with 100% employer match about $61,783 at 4% or $41,188 at 6%.
2005117$0$9,712$571iApproximate average salary by contribution assumption: employee only about $14,282 at 4% or $9,522 at 6%; with 50% employer match about $9,522 at 4% or $6,348 at 6%; with 100% employer match about $7,141 at 4% or $4,761 at 6%.
Consultiva Wealth Management Retirement Plan-17-$9,712$571iApproximate average salary by contribution assumption: employee only about $14,282 at 4% or $9,522 at 6%; with 50% employer match about $9,522 at 4% or $6,348 at 6%; with 100% employer match about $7,141 at 4% or $4,761 at 6%.
2004117$363,938$36,953$2,174iApproximate average salary by contribution assumption: employee only about $54,343 at 4% or $36,228 at 6%; with 50% employer match about $36,228 at 4% or $24,152 at 6%; with 100% employer match about $27,171 at 4% or $18,114 at 6%.
Consultiva Wealth Management Retirement Plan-17$363,938$36,953$2,174iApproximate average salary by contribution assumption: employee only about $54,343 at 4% or $36,228 at 6%; with 50% employer match about $36,228 at 4% or $24,152 at 6%; with 100% employer match about $27,171 at 4% or $18,114 at 6%.
2003113$283,666$32,908$2,531iApproximate average salary by contribution assumption: employee only about $63,285 at 4% or $42,190 at 6%; with 50% employer match about $42,190 at 4% or $28,126 at 6%; with 100% employer match about $31,642 at 4% or $21,095 at 6%.
Consultiva Wealth Management Retirement Plan-13$283,666$32,908$2,531iApproximate average salary by contribution assumption: employee only about $63,285 at 4% or $42,190 at 6%; with 50% employer match about $42,190 at 4% or $28,126 at 6%; with 100% employer match about $31,642 at 4% or $21,095 at 6%.
2002112$238,763$322,797$26,900iApproximate average salary by contribution assumption: employee only about $672,494 at 4% or $448,329 at 6%; with 50% employer match about $448,329 at 4% or $298,886 at 6%; with 100% employer match about $336,247 at 4% or $224,165 at 6%.
Consultiva Wealth Management Retirement Plan-12$238,763$322,797$26,900iApproximate average salary by contribution assumption: employee only about $672,494 at 4% or $448,329 at 6%; with 50% employer match about $448,329 at 4% or $298,886 at 6%; with 100% employer match about $336,247 at 4% or $224,165 at 6%.
2001111$13,097$13,187$1,199iApproximate average salary by contribution assumption: employee only about $29,970 at 4% or $19,980 at 6%; with 50% employer match about $19,980 at 4% or $13,320 at 6%; with 100% employer match about $14,985 at 4% or $9,990 at 6%.
Consultiva Wealth Management Retirement Plan-11$13,097$13,187$1,199iApproximate average salary by contribution assumption: employee only about $29,970 at 4% or $19,980 at 6%; with 50% employer match about $19,980 at 4% or $13,320 at 6%; with 100% employer match about $14,985 at 4% or $9,990 at 6%.