# ACTIVEST WEALTH MANAGEMENT, LLC

ACTIVEST WEALTH MANAGEMENT, LLC of AVENTURA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 156150
- Type: SEC-registered investment adviser
- SEC file number: 801-113430
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Isaac Wakszol | PRESIDENT, CCO; SHAREHOLDER | — |
| Jacobo Leon Taurel Rimeris | MANAGING DIRECTOR; OWNER | — |
| WAKSZOL ISAAC | PRESIDENT, CCO; SHAREHOLDER | — |
| TAUREL RIMERIS JACOBO LEON | MANAGING DIRECTOR; OWNER | — |
| Eduardo Isaac Brender | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156150/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156150/similar
- Related entities: https://search.stillhousedata.com/firm/156150/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156150

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.