Investment adviser · CRD 156150
ACTIVEST WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
AVENTURA, FL, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $1.46B Form ADV · Item 5.F
- Client accounts
- 1,767 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 301 | $1,405,496,240 | 96.2% |
| Individuals | 229 | $54,774,003 | 3.8% |
Filing source
Form ADV 2133749 · Sep 22, 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 fundsThe 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: Sep 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
20900 NE 30 AVENUE, SUITE 311AVENTURA, FL, 33180, United States
CRD 156150
Filing source
Form ADV 2133749 · Sep 22, 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.