1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ACTIVEST WEALTH MANAGEMENT, LLC

Map pinAVENTURA, FL
Phone954-399-8121
NotebookSEC #801-113430
Total AUM
$1.5B
Employees
22
Clients
530

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20900 NE 30 AVENUE
SUITE 311
AVENTURA
FL 33180
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
954-399-8121
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
1,767
Discretionary
$1.4B
Accounts
1,727
Non-Discretionary
$47.3M
Accounts
40

ContactClients

View more in analytics →

Individual Clients
229
AUM
$54.8M
HNW Individual Clients
301
AUM
$1.4B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CODEFLMANJNYTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account