ACTITRUST WEALTH MANAGEMENT LLC

300 S. Pine Island Rd.
Suite 305
Plantation, Florida 33324
Tel: (754) 229-0051

About ACTITRUST WEALTH MANAGEMENT LLC

ACTITRUST WEALTH MANAGEMENT LLC, formally registered with the SEC as ACTITRUST WEALTH MANAGEMENT LLC. The firm was established in 04/16/2021. They have over 1 offices throughout the country.

ACTITRUST WEALTH MANAGEMENT LLC is a Plantation, Florida based Financial Planning firm with nearly $123,861,627 assets under management, offering retirement planning & investment advisory services to 172 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284827
SEC#	801-120812
Assets Managed by Firm	$123,861,627
No. of Clients	172
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	172	$123,861,627
Individuals (other than high net worth individuals)	65	$14,340,824
High net worth individuals	24	$30,432,394
Corporations or other businesses	23	$79,088,409

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