ACTIVEST WEALTH MANAGEMENT, LLC

CRD 156150File 801-113430

APPROVED

Retail clients

Filing as of Apr 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.46B

Above cohort median (national)

Discretionary AUM

$1.41B

Non-discretionary $47.3M

Clients

530

1,767 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jun 14, 2018
Principal office: 20900 NE 30 AVENUE, SUITE 311, AVENTURA, FL, 33180
Phone: 954-399-8121
Website: HTTP://WWW.ACTIVESTWM.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.46B
Discretionary AUM: $1.41B
Non-discretionary AUM: $47.3M
Discretionary accounts: 1,727
Non-discretionary accounts: 40
Total accounts: 1,767
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	301	$1.41B
Individuals (other than high net worth individuals)	229	$54.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Publications
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.