ACTIVEST WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,460,270,243
Discretionary
$1,412,953,298
Non-discretionary
$47,316,945
Firm details
- CRD number
- 156150
- SEC file number
- 801-113430
- Main office
- AVENTURA, FL, United States
- Employees
- 22
- SEC status
- Approved
- Website
- HTTP://WWW.ACTIVESTWM.COM/
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.