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

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