Bbva Global Wealth Advisors, Inc.

Registered investment adviser · Miami, FL · CRD #327326

Form ADV data as of 2026-09-01

Regulatory assets

$1.36 billion

Total accounts

792

Employees

Disclosure events

Firm details

Website: https://bbvaglobalwealthadvisors.com
Telephone: 3052057752
SEC file number: 801-129582
Most recent Form ADV filing: 2026-06-26
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$0
Non-discretionary regulatory assets under management	$1.36 billion
Total regulatory assets under management	$1.36 billion
Discretionary accounts	0
Non-discretionary accounts	792
Total accounts	792
Regulatory assets under management attributable to non-U.S. persons	$1.29 billion

People

Total employees (excluding clerical)	84
Employees performing investment advisory functions (including research)	39
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	50
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	12
Firms or persons who solicit advisory clients on the firm's behalf	4

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Registered security-based swap dealerMajor security-based swap participantBanking or thrift institutionInsurance company or agencyPension consultantSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities for which it serves as underwriter or general partner
Recommends securities in which it has another sales interest
Recommends brokers or dealers to clients
Receives soft dollar benefits
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	78	$34.3 million
High net worth individuals	582	$910.6 million
Corporations or other businesses not listed above	101	$318.9 million
Other	31	$100.9 million