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ACTITRUST WEALTH MANAGEMENT LLC
CRD 284827File 801-120812
APPROVED
Retail clients
Custody
Filing as of Feb 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$140.5M
Bottom 25% of cohort (national)
Discretionary AUM
$140.5M
Non-discretionary $61K
Clients
110
151 accounts
Employees
7
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 16, 2021
- Principal office
- 300 S. PINE ISLAND RD., SUITE 305, PLANTATION, FL, 33324
- Phone
- (754) 229-0051
- Website
- HTTPS://WWW.ACTITRUST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $140.5M
- Discretionary AUM
- $140.5M
- Non-discretionary AUM
- $61K
- Discretionary accounts
- 150
- Non-discretionary accounts
- 1
- Total accounts
- 151
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $80.0M |
| High net worth individuals | 22 | $39.9M |
| Individuals (other than high net worth individuals) | 67 | $20.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 | Clients | 112 | 110 | decreased by2 |
| Mar 1, 2026 | AUM | $123,861,627 | $140,515,766 | increased by$16,654,139 |
| Mar 1, 2026 | Accounts | 172 | 151 | decreased by21 |
| Feb 1, 2026 | Employees | 5 | 7 | increased by2 |
| Jan 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 5 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 87 | 112 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $121,586,160 | $123,861,627 | increased by$2,275,467 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 165 | 172 | increased by7 |
| Mar 1, 2022 | Clients | 82 | 87 | increased by5 |
| Mar 1, 2022 | AUM | $113,706,148 | $121,586,160 | increased by$7,880,012 |
| Mar 1, 2022 | Accounts | 137 | 165 | increased by28 |
| Jun 1, 2021 | Employees | 2 | 3 | increased by1 |
| May 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 “ACTITRUST WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACTITRUST 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.