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Bbva Wealth Solutions Inc.
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Houston, Texas
$1.1 billion AUM
662 offices

Bbva Wealth Solutions Inc. is based in Houston, Texas and has $1.1 billion in assets under management.

Location
2200 Post Oak Boulevard
Houston, TX 77056
$1.1 billion
AUM
409
Employees
AUM Share
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$1,107,966,421
Assets under management
3,416 clients
Number of clients
Average investment size is $324,346
19% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 3,168 $564,084,083 51% $178,057
High net worth individuals 179 $437,208,697 39% $2,442,507
Pension and profit sharing plans 4 $2,588,170 0% $647,042
Charitable organizations 4 $818,639 0% $204,660
Other corporations or businesses 61 $103,266,832 9% $1,692,899
Employees Share
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409
Employees
219
Investment analysts
54% of total employees
AUM per employee Share
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$1,107,966,421
Assets under management
$2,708,964
AUM per employee
$5,059,207
AUM per investment analyst
About Share
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Compensation

Bbva Wealth Solutions Inc. makes money through the following ways:

  • Percentage of AUM
Services offered

Bbva Wealth Solutions Inc. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 110,476
SEC number 801-56131
Legal structure Corporation
Legal governance Texas, United States
Latest ADV filing date March 30, 2020

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