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ACTITRUST WEALTH MANAGEMENT LLC
CRD 284827 · SEC 801-120812
300 S. PINE ISLAND RD., SUITE 305, PLANTATION, FL, 33324, United States
Phone
(754) 229-0051
Fax
(954) 252-3833
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.5M
Discretionary AUM
$140.5M
Team
7 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $20.6M |
| High net worth individuals | 22 | $39.9M |
| Corporations/business entities | 21 | $80.0M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD