Firm profile

Activest Wealth Management, LLC

AVENTURA, FLCRD 156150Registration Status: ApprovedEffective since June 14, 2018SEC # 801-113430Latest ADV September 22, 2026

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 September 22, 2026, reports $1.5B in regulatory assets under management, 22 employees, 2 offices, and 1,767 accounts.

Assets Under Management
$1.5B
Employees
22
Offices
2 offices
Total Clients
530

Associated firm names

1 name listed
  • ACTIVEST WEALTH MANAGEMENT, LLC

Leadership

1 roles identified
CCOIsaac Wakszol

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees

Offices & Contact

Primary office

AVENTURA, Florida, United States

Loading map…

Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Florida

AVENTURAPrimary office

Switzerland

ZÜRICH

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.5Bas of September 22, 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.

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

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%)

Private Funds

Private funds reported by Activest Wealth Management, LLC

Loading private fund disclosures…

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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
MEOD 26, INC.Direct owner · Schedule AInterest in ACTIVEST WEALTH MANAGEMENT, LLC
50% to < 75%
ESB26 LLCDirect owner · Schedule AInterest in ACTIVEST WEALTH MANAGEMENT, LLC
25% to < 50%
PARNASA LECHAIM, LLCDirect owner · Schedule AInterest in ACTIVEST WEALTH MANAGEMENT, LLC
10% to < 25%
ISAAC WAKSZOLIndirect owner · Schedule BInterest in MEOD 26, INC.
75%+
JACOBO LEON TAUREL RIMERISIndirect owner · Schedule BInterest in PARNASA LECHAIM, LLC
75%+
EDUARDO ISAAC BRENDERIndirect owner · Schedule BInterest in ESB26 LLC
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Activest Wealth Management, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-09-22 · Schedules A and B

8 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1ISAAC WAKSZOLPRESIDENT, CCOIndividualACTIVEST WEALTH MANAGEMENT, LLCLess than 5%Code NAYesPRESIDENT, CCO12/2009Schedule APDF page 19
2MEOD 26, INC.MEMBERDomestic entityACTIVEST WEALTH MANAGEMENT, LLC50% to less than 75%Code DYesMEMBER01/2010Schedule APDF page 19
3PARNASA LECHAIM, LLCMEMBERDomestic entityACTIVEST WEALTH MANAGEMENT, LLC10% to less than 25%Code BNoMEMBER01/2020Schedule APDF page 19
4JACOBO LEON TAUREL RIMERISMANAGING DIRECTORIndividualACTIVEST WEALTH MANAGEMENT, LLCLess than 5%Code NAYesMANAGING DIRECTOR01/2019Schedule APDF page 19
5ESB26 LLCMEMBERDomestic entityACTIVEST WEALTH MANAGEMENT, LLC25% to less than 50%Code CYesMEMBER04/2025Schedule APDF page 19
6ISAAC WAKSZOLSHAREHOLDERIndividualMEOD 26, INC.75% or moreCode EYesSHAREHOLDER01/2010Schedule BPDF page 20
7JACOBO LEON TAUREL RIMERISOWNERIndividualPARNASA LECHAIM, LLC75% or moreCode EYesOWNER08/2019Schedule BPDF page 20
8EDUARDO ISAAC BRENDEROWNERIndividualESB26 LLC75% or moreCode EYesOWNER11/2018Schedule BPDF page 20

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 9/22/2026 11:28:31 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.