Investment adviser · CRD 336793

ACTIVE WEALTH ADVISORS

Investment adviser filing (IA)

ACTIVE WEALTH ADVISORS LLC

WOODCLIFF LAKE, NJ, United States · Form ADV filed Jul 15, 2026

Regulatory AUM: $75.4M
Client accounts: 23
Employees: 1
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	13	$64,526,820	85.6%
Corporations & businesses	Fewer than 5	$6,376,456	8.5%
Individuals	8	$4,503,489	6.0%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2119968 · Jul 15, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 15, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

577 CHESTNUT RIDGE ROAD
WOODCLIFF LAKE, NJ, 07677, United States

CRD 336793

Filing source

Form ADV 2119968 · Jul 15, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.