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ACTIV8 FAMILY OFFICE LLC
CRD 337753 · SEC 801-134678
1775 TYSON'S BLVD, 5TH FLOOR, SUITE 5175, MCLEAN, VA, 22102, United States
Phone
978-870-0255
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.54B
Discretionary AUM
$1.54B
Team
21 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 151 | $51.7M |
| High net worth individuals | 148 | $1.48B |
| Corporations/business entities | 88 | $9.1M |
States served
AZ, CA, CO, IL, LA, MI, NV, NY, NC, OH, TN, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD