ACTIVEST WEALTH MANAGEMENT, LLC

ACTIVEST WEALTH MANAGEMENT, LLC of AVENTURA, FL is an SEC-registered investment adviser (CRD 156150). Regulatory assets under management: $1.5B.

Registration

• CRD: 156150
• SEC file number: 801-113430
• Type: Registered investment adviser
• Location: 20900 NE 30 AVENUE, SUITE 311, AVENTURA, FL, 33180
• Phone: 954-399-8121
• Latest filing: 2026-04-20
• Regulatory AUM: $1.5B
• Discretionary AUM: $1.4B
• Non-discretionary AUM: $47.3M
• Clients: 22
• Accounts: 1,767

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Charities, Corporations, Investment cos, Other.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156150 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search