ACTIVE WEALTH ADVISORS LLC

ACTIVE WEALTH ADVISORS LLC of WOODCLIFF LAKE, NJ is an SEC-registered investment adviser (CRD 336793). Regulatory assets under management: $75.4M.

Registration

• CRD: 336793
• SEC file number: 801-134176
• Type: Registered investment adviser
• Location: 577 CHESTNUT RIDGE ROAD, WOODCLIFF LAKE, NJ, 07677
• Phone: 551-502-2266
• Latest filing: 2026-07-15
• Regulatory AUM: $75.4M
• Discretionary AUM: $30.4M
• Non-discretionary AUM: $45.0M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336793 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search