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ACTIVE WEALTH ADVISORS
Legal name: ACTIVE WEALTH ADVISORS LLC
CRD 336793File 801-134176
APPROVED
Retail clients
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$75.4M
Bottom 25% of cohort (national)
Discretionary AUM
$30.4M
Non-discretionary $45.0M
Clients
21
23 accounts
Employees
1
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 15, 2025
- Principal office
- 577 CHESTNUT RIDGE ROAD, WOODCLIFF LAKE, NJ, 07677
- Phone
- 551-502-2266
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $75.4M
- Discretionary AUM
- $30.4M
- Non-discretionary AUM
- $45.0M
- Discretionary accounts
- 21
- Non-discretionary accounts
- 2
- Total accounts
- 23
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.4M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 13 | $64.5M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 8 | $4.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 |
|---|---|---|---|
| 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.