ACTIVEST WEALTH MANAGEMENT, LLC (CRD# 156150) is an SEC-Registered Investment Advisor (RIA), headquartered in Aventura, FL. The SEC approved the firm to operate as an RIA in Jun 2018. In May 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $141.7 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 31% .  
ACTIVEST WEALTH MANAGEMENT, LLC also reported in May 2018:
  • 6 employees, with 5 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ACTIVEST WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.

View ACTIVEST WEALTH MANAGEMENT, LLC's most recent Form ADV filing

ACTIVEST WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: FL-Jun 2018, TX-Jun 2018

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