SEC Form ADV

ACTIVEST WEALTH MANAGEMENT, LLC

Registered Investment AdviserFL
$1.5B
Assets Under Management
1,767
Total Clients
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Registration Details

Accession
CRD-156150
Location
AVENTURA, FL
Filing Date
April 20, 2026
AUM
$1.5B
Total Clients
1,767
Amendment
No

About this Adviser

ACTIVEST WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in AVENTURA, FL, managing approximately $1.5B in assets across 1,767 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.