LP Profile

Activest Wealth Management

Also known as activest wealth

Wealth ManagerAventura, United StatesFounded 2011
$2.5B
Assets Under Management
Aventura
Headquarters
Investment Focus

About Activest Wealth Management

Empowering Families, Building Legacies, Impacting Lives.

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Activest Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.5B
Total Clients
1,767
Filing Date
April 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Activest Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Activest Wealth Management?

Activest Wealth Management is a wealth manager based in Aventura, United States, managing approximately $2.5B in assets.

Where is Activest Wealth Management headquartered?

Activest Wealth Management is headquartered in Aventura, United States.

How much does Activest Wealth Management manage?

Activest Wealth Management manages approximately $2.5B in assets under management.

When was Activest Wealth Management founded?

Activest Wealth Management was founded in 2011.

How can I contact Activest Wealth Management?

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