| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfredo Jorge Yanes Control | Chief Compliance Officer | Under 5% | 2016 |
| Bailliage Investments LLC Control | Direct Owner | 5-10% | 2016 |
| Hansa Holdings | Owner | 5-10% | 2018 |
Actitrust Wealth Management LLC reports $123.9 million in regulatory assets under management on its Form ADV.
Actitrust Wealth Management LLC reports 5 employees.
Actitrust Wealth Management LLC is based in Plantation, FL and has been SEC-registered since 2021.
Actitrust Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 300 S. Pine Island Rd., Suite 305, Plantation, FL 33324 |
| Phone | (754) 229-0051 |
| Fax | (954) 252-3833 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $123.5M |
| Non-discretionary | $336K |
| Total (RAUM) | $123.9M |