SEC Form ADV

ACTIVEST WEALTH MANAGEMENT, LLC

Firm profile: Activest Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$1.5B

Assets Under Management

Total Clients

Employees

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Registration Details

Accession: crd-156150
Location: AVENTURA, FL
Filing Date: September 22, 2026
AUM: $1.5B
Total Clients: 2
Employees: 22
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

ACTIVEST WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in AVENTURA, FL, managing approximately $1.5B in assets across 2 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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