ACTIVEST WEALTH MANAGEMENT, LLC

20900 Ne 30 Avenue
Suite 311
Aventura, Florida 33180
Tel: 954-399-8121

About ACTIVEST WEALTH MANAGEMENT, LLC

ACTIVEST WEALTH MANAGEMENT, LLC, formally registered with the SEC as ACTIVEST WEALTH MANAGEMENT, LLC. The firm was established in 06/14/2018. They have over 2 offices throughout the country.

ACTIVEST WEALTH MANAGEMENT, LLC is a Aventura, Florida based Financial Planning firm with nearly $956,538,980 assets under management, offering retirement planning & investment advisory services to 1181 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156150
SEC#	801-113430
Assets Managed by Firm	$956,538,980
No. of Clients	1181
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Other (CONSULTING SERVICES TO INSTITUTIONAL CLIENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1181	$956,538,980
Individuals (other than high net worth individuals)	1017	$935,039,476
High net worth individuals	164	$21,499,504

More Retirement Planning firms in Aventura, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

Explore More Retirement Advisors in Aventura, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.