Overview
Assets Under Management: $1.5 billion
Headquarters: AVENTURA, FL
High-Net-Worth Clients: 301
Average Client Assets: $5 million
Frequently Asked Questions
ACTIVEST WEALTH MANAGEMENT, LLC 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 #156150), ACTIVEST WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ACTIVEST WEALTH MANAGEMENT, LLC is headquartered in AVENTURA, FL.
ACTIVEST WEALTH MANAGEMENT, LLC serves 301 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, ACTIVEST WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
ACTIVEST WEALTH MANAGEMENT, LLC manages $1.5 billion in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, ACTIVEST WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 301
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.25
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,767
Discretionary Accounts: 1,727
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 156150
Filing ID: 2033203
Last Filing Date: 2026-02-19 22:38:22