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ACTITRUST WEALTH MANAGEMENT LLC
CRD 284827File 801-120812
APPROVED
Retail clients
Custody
Filing as of Feb 2, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.