BBVA Global Wealth Advisors
BBVA Global Wealth Advisors is a U.S.-based SEC-registered investment adviser serving ultra-high-net-worth and private clients through non-discretionary, open-architecture wealth management from offices in Miami, Houston, and San Diego, operating as a wholly-owned subsidiary of BBVA Group.
- Company typePrivate
- Founded2024
- HeadquartersMiami, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What BBVA Global Wealth Advisors does
BBVA Global Wealth Advisors, Inc. (BBVA GWA) is a U.S.-based SEC-registered investment adviser established in 2024 and headquartered in Miami, Florida. The firm is a wholly-owned subsidiary of Banco Bilbao Vizcaya Argentaria S.A. (BBVA), a publicly listed Spanish multinational banking group, and operates as BBVA Group's dedicated U.S. wealth advisory platform serving Ultra-High-Net-Worth (UHN) and Private clients. From day one, the firm has maintained offices in three U.S. financial gateways — Miami (Courvoisier Centre, headquarters), Houston (Two Post Oak Central), and San Diego (remote office) — to serve international and Latin American clients seeking U.S. market access.
The firm operates under a non-discretionary fiduciary management model, meaning clients retain total control over every investment decision while dedicated advisors provide research, market insights, and strategic advice. Its service offering is organized around five components: Investment (open-architecture fiduciary solutions), Transactional (execution and portfolio operations), Financial Advisor (strategic advisory), Wealth Planning (specialized diagnostics for UHN clients), and the BBVA Experience add-on module covering non-financial lifestyle and family-governance services (Business Families & Next Generation, Premium Health & Wellness, Art, Culture & Sports). The platform explicitly differentiates against proprietary-product bank wealth arms by offering open-architecture investment access.
Revenue is generated through recurring investment advisory fees, with pricing not publicly disclosed and tailored on a quote basis to each client's needs. The go-to-market motion is direct enterprise-style advisory through staffed offices, with marketing driven primarily by BBVA brand association and professional referrals rather than paid digital channels. The firm employs 11-50 staff and currently discloses no AI/technology differentiation, patents, partnerships, funding rounds, or named institutional client logos.
BBVA Global Wealth Advisors firmographics
Firmographics- Name
- BBVA Global Wealth Advisors
- Legal name
- BBVA Global Wealth Advisors, Inc.
- Website
- https://bbvaglobalwealthadvisors.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- BBVA Global Wealth Advisors is a U.S.-based SEC-registered investment adviser serving ultra-high-net-worth and private clients through non-discretionary, open-architecture wealth management from offices in Miami, Houston, and San Diego, operating as a wholly-owned subsidiary of BBVA Group.
- Ownership category
- akta.pro rank
BBVA Global Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where BBVA Global Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
BBVA Global Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Revenue model
- Investment Advisory Services: The company generates revenue through investment advisory fees as an SEC-registered investment adviser. Services are tailored to individual client financial objectives with a focus on long-term financial well-being and capital preservation.
Go-to-market motion1 record
Distribution channels1 record
BBVA Global Wealth Advisors product offering
Product offeringCore offering
BBVA Global Wealth Advisors is an SEC-registered investment adviser that provides personalized wealth management and investment advisory services to Ultra-High-Net-Worth (UHN) and Private clients through a non-discretionary, open-architecture platform. The firm delivers Investment, Transactional, Financial Advisor, Wealth Planning, and BBVA Experience services via dedicated advisors located in Miami, Houston, and San Diego, while clients retain total control over investment decisions.
Product overview
BBVA Global Wealth Advisors operates as a unified platform offering integrated wealth management services through five core products: Investment (open-architecture fiduciary investment management), Transactional (transaction-based services), Financial Advisor (strategic advisory under non-discretionary model), Wealth Planning (specialized diagnostics for UHN clients), and BBVA Experience (non-financial lifestyle solutions). The platform is structured around four strategic components—Investment, Transactional, Financial Advisor, Wealth Planning, and BBVA Experience—with specialized services for Ultra-High-Net-Worth (UHN) and Private client segments. The non-discretionary management model ensures clients maintain total control over their portfolios while receiving institutional-grade research and market insights.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment A disciplined, U.S.-based fiduciary investment approach combining global institutional strength with personalized, open-architecture investment solutions for Ultra-High-Net-Worth and Private clients.
- Wealth Planning Specialized diagnostics for Ultra-High-Net-Worth clients to help establish a foundation for financial strategy.
- Financial Advisor Strategic advisory services providing research, market insights, and personalized financial guidance under a non-discretionary management model.
- Transactional Transaction-based services supporting investment execution and portfolio management activities for UHN and Private clients.
- BBVA Experience Non-financial solutions including Business Families & Next Generation programs, Premium Health & Wellness, and Art, Culture & Sports experiences curated for wealthy families.
- UHN (Ultra-High-Net-Worth) Services Specialized wealth management services targeting ultra-high-net-worth individuals, with specialized diagnostics and strategic framework for wealth establishment.
Companies that use BBVA Global Wealth Advisors
Customer profileSegments3 records
Ideal customer profiles3 records
BBVA Global Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
BBVA Global Wealth Advisors partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
BBVA Global Wealth Advisors competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
BBVA Global Wealth Advisors social profiles
Digital presenceBBVA Global Wealth Advisors compliance and trust
Trust signalCompliance1 record
BBVA Global Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
BBVA Global Wealth Advisors leadership team
Management profileNumber of profiles
BBVA Global Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BBVA Global Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BBVA Global Wealth Advisors
What does BBVA Global Wealth Advisors do?
BBVA Global Wealth Advisors is an SEC-registered investment adviser that provides personalized wealth management and investment advisory services to Ultra-High-Net-Worth (UHN) and Private clients through a non-discretionary, open-architecture platform. The firm delivers Investment, Transactional, Financial Advisor, Wealth Planning, and BBVA Experience services via dedicated advisors located in Miami, Houston, and San Diego, while clients retain total control over investment decisions.
Is BBVA Global Wealth Advisors a public or private company?
BBVA Global Wealth Advisors is a private company. It is classified as corporate owned and is currently operating.
When was BBVA Global Wealth Advisors founded?
BBVA Global Wealth Advisors was founded in 2024. It employs 11 to 50 people.
Where is BBVA Global Wealth Advisors based?
BBVA Global Wealth Advisors is headquartered in Miami, United States, in the North America region.
How does BBVA Global Wealth Advisors make money?
One revenue line is on record: investment Advisory Services.
Does BBVA Global Wealth Advisors have an API?
No public API is recorded for BBVA Global Wealth Advisors.
What industry is BBVA Global Wealth Advisors in?
BBVA Global Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.