Key facts
- ACTIVEST WEALTH MANAGEMENT, LLC is a other based in AVENTURA, FL.
- ACTIVEST WEALTH MANAGEMENT, LLC reports $784.9M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 156150- Regulatory AUM
- $784.9M
- Private fund assets
- —
- Private funds
- —
- Staff
- 22
- Registered office
- AVENTURA, FL
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for ACTIVEST WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ACTIVEST WEALTH MANAGEMENT, LLC's AUM?
- ACTIVEST WEALTH MANAGEMENT, LLC manages approximately $784.9M in assets.