Overview
Assets Under Management: $75 million
Headquarters: WOODCLIFF LAKE, NJ
High-Net-Worth Clients: 13
Average Client Assets: $5.0 million
Frequently Asked Questions
ACTIVE WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336793), ACTIVE WEALTH ADVISORS is subject to fiduciary duty under federal law.
ACTIVE WEALTH ADVISORS is headquartered in WOODCLIFF LAKE, NJ.
ACTIVE WEALTH ADVISORS serves 13 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ACTIVE WEALTH ADVISORS offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ACTIVE WEALTH ADVISORS manages $75 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ACTIVE WEALTH ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.57%
Average Client Assets: $5.0 million
Total Client Accounts: 23
Discretionary Accounts: 21
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 336793
Filing ID: 2080113
Last Filing Date: 2026-03-31 15:14:21