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ACTIVEST WEALTH MANAGEMENT, LLC

CRD 156150 · SEC 801-113430

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20900 NE 30 AVENUE, SUITE 311, AVENTURA, FL, 33180, United States

Phone

954-399-8121

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.46B

Discretionary AUM

$1.41B

Team

22 total employees; 12 advisory reps; 2 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersPublication of periodicalsCONSULTING SERVICES TO INSTITUTIONAL CLIENTS

Client types

TypeClientsAUM
Individuals229$54.8M
High net worth individuals301$1.41B

States served

CO, DE, MA, NJ, NY, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD