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Building 2ACTITRUST WEALTH MANAGEMENT LLC

Map pinPLANTATION, FL
Phone(754) 229-0051
NotebookSEC #801-120812
Total AUM
$140.5M
Employees
7
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 S. PINE ISLAND RD.
SUITE 305
PLANTATION
FL 33324
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(754) 229-0051

ReceiptFinancials

Total AUM
$140.5M
Accounts
151
Discretionary
$140.5M
Accounts
150
Non-Discretionary
$60.5K
Accounts
1

ContactClients

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Individual Clients
67
AUM
$20.6M
HNW Individual Clients
22
AUM
$39.9M
Corporation or Business Clients
21
AUM
$80M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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