Activest Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aventura, FL. Its latest Form ADV filing, dated April 20, 2026, reports $1.5B in regulatory assets under management, 22 employees, 1 office, and 1,767 accounts.
Assets Under Management
$1.5B
Employees
22
Offices
1 office
Total Clients
530
Primary office
AVENTURA, FL
20900 NE 30 AVENUE, SUITE 311, AVENTURA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.8% of total clients.
Top client categories% of clientsClients
1
HNWI
56.8%
301
2
Individuals
43.2%
229
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of April 20, 2026
Discretionary96.8%
$1.4B
97% of total RAUM96.8%
Non-discretionary3.2%
$47M
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts1,767
10Y AUM Change+$1.3B (+930.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee24:1
10Y Employee Change+16 (+266.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.