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Activest Wealth Management, LLC

● SEC registered since 2018CRD 156150SEC# 801-113430Aventura, FL
Export (members)
Reg. AUM
$1.02B
Employees
16
Accounts
1,574
Location
Aventura, FL

Activest Wealth Management, LLC assets under management

Activest Wealth Management, LLC operates as an SEC-registered investment adviser based in Aventura, FL. The firm has been registered since 2018. It reports $1 billion in regulatory assets under management and employs 16 people.
www.activestwm.comView on SEC.gov ↗

Activest Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Isaac Wakszol ControlPresident, CcoUnder 5%2009
Jacobo Leon Taurel Rimeris ControlManaging DirectorUnder 5%2019
Meod 26, Inc. ControlMemberOver 75%2010
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Frequently asked questions

How much does Activest Wealth Management, LLC manage?

Activest Wealth Management, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Activest Wealth Management, LLC have?

Activest Wealth Management, LLC reports 16 employees.

Where is Activest Wealth Management, LLC located?

Activest Wealth Management, LLC is based in Aventura, FL and has been SEC-registered since 2018.

Does Activest Wealth Management, LLC disclose fund performance?

Activest Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20900 NE 30 Avenue, Suite 311, Aventura, FL 33180
Phone954-399-8121
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$977.2M
Non-discretionary$39.4M
Total (RAUM)$1.02B