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ACTIVE WEALTH ADVISORS
ACTIVE WEALTH ADVISORS LLC
CRD 336793 · SEC 801-134176
577 CHESTNUT RIDGE ROAD, WOODCLIFF LAKE, NJ, 07677, United States
Phone
551-502-2266
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$75.4M
Discretionary AUM
$30.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $4.5M |
| High net worth individuals | 13 | $64.5M |
States served
NJ, FL
All web addresses on file
Official SEC filing: View on IAPD