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ACTIVEST WEALTH MANAGEMENT, LLC
CRD 156150File 801-113430
APPROVED
Retail clients
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.46B
Above cohort median (national)
Discretionary AUM
$1.41B
Non-discretionary $47.3M
Clients
530
1,767 accounts
Employees
22
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 16 | 22 | increased by6 |
| Mar 1, 2026 | Clients | 479 | 530 | increased by51 |
| Mar 1, 2026 | AUM | $1,016,538,348 | $1,460,270,243 | increased by$443,731,895 |
| Mar 1, 2026 | Accounts | 1,574 | 1,767 | increased by193 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 16 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 264 | 479 | increased by215 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $483,309,904 | $1,016,538,348 | increased by$533,228,444 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 541 | 1,574 | increased by1,033 |
| Apr 1, 2022 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2022 | Clients | 207 | 264 | increased by57 |
| Apr 1, 2022 | AUM | $360,480,806 | $483,309,904 | increased by$122,829,098 |
| Apr 1, 2022 | Accounts | 407 | 541 | increased by134 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACTIVEST WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACTIVEST WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.